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

Boulder 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
2022 Q4	$0	Buy	+1	New	+$60	﹤0.01%	120

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boulder Wealth Advisors's KO Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Coca-Cola (KO) in Q4 2022: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #120 among its holdings.

2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

Boulder Wealth Advisors held 1 share of Coca-Cola worth $0 as of Q4 2022.
Coca-Cola was a new Boulder Wealth Advisors position in Q4 2022.
Coca-Cola made up ﹤0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #120 holding.
2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.