BDO Wealth Advisors’s Coca-Cola KO Stock Holding History

BDO Wealth Advisors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$342K	Buy	5,679 +1,301	+30%	+$80.9K	0.04%	203
2023 Q1	$272K	Sell	4,378 -90	-2%	-$5.45K	0.03%	217
2022 Q4	$284K	Sell	4,468 -116	-3%	-$7K	0.04%	226
2022 Q3	$257K	Sell	4,584 -123	-3%	-$7.64K	0.03%	227
2022 Q2	$296K	Buy	4,707 +1	+0%	+$63	0.04%	214
2022 Q1	$292K	Sell	4,706 -807	-15%	-$49.1K	0.03%	222
2021 Q4	$326K	Sell	5,513 -269	-5%	-$15K	0.03%	223
2021 Q3	$303K	Buy	5,782 +2	+0%	+$111	0.03%	233
2021 Q2	$313K	Buy	5,780 +466	+9%	+$25.4K	0.03%	237
2021 Q1	$280K	Buy	5,314 +3,616	+213%	+$182K	0.03%	243
2020 Q4	$93K	Sell	1,698 -1,930	-53%	-$99.8K	0.01%	296
2020 Q3	$179K	Buy	3,628 +2,237	+161%	+$108K	0.03%	229
2020 Q2	$62K	Sell	1,391 -397	-22%	-$18.3K	0.01%	305
2020 Q1	$79K	Buy	1,788 +1,005	+128%	+$54.3K	0.02%	299
2019 Q4	$43K	Buy	783 +4	+0.5%	+$215	0.01%	314
2019 Q3	$42K	Sell	779 -97	-11%	-$5.19K	0.01%	333
2019 Q2	$45K	Sell	876 -1,348	-61%	-$66.1K	0.01%	317
2019 Q1	$104K	Hold	2,224	–	–	0.03%	222
2018 Q4	$105K	Sell	2,224 -724	-25%	-$34.7K	0.04%	197
2018 Q3	$136K	Sell	2,948 -215	-7%	-$9.82K	0.04%	186
2018 Q2	$139K	Buy	3,163 +1,619	+105%	+$69.9K	0.05%	186
2018 Q1	$67K	Buy	1,544 +378	+32%	+$17K	0.03%	219
2017 Q4	$54K	Buy	1,166 +23	+2%	+$1.06K	0.02%	206
2017 Q3	$51K	Sell	1,143 -473	-29%	-$21.5K	0.03%	196
2017 Q2	$72K	Buy	+1,616	New	+$71.4K	0.03%	201

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's KO Position: Q2 2023 in Review

BDO Wealth Advisors increased its Coca-Cola (KO) stake by 30% in Q2 2023, buying an estimated $80.9K and bringing the position to 5,679 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #203.

BDO Wealth Advisors first reported a position in KO in Q2 2017 and has held it in 25 quarters since. 2,881 funds tracked by Wall St. Rank hold KO as of Q2 2023.

BDO Wealth Advisors held 5,679 shares of Coca-Cola worth $342K as of Q2 2023.
BDO Wealth Advisors bought 1,301 Coca-Cola shares in Q2 2023, an estimated $80.9K.
Coca-Cola made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #203 holding.
BDO Wealth Advisors first reported a position in Coca-Cola in Q2 2017 and has held it in 25 quarters since.
2,881 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.