BT Wealth Management’s Coca-Cola KO Stock Holding History

BT Wealth Management’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 Q2	$405K	Sell	6,436 -147	-2%	-$9.32K	0.11%	44
2022 Q1	$408K	Sell	6,583 -161	-2%	-$9.79K	0.11%	44
2021 Q4	$399K	Buy	+6,744	New	+$376K	0.11%	43
2019 Q1	–	Sell	-5,171	Closed	-$236K	–	80
2018 Q4	$236K	Buy	+5,171	New	+$247K	0.1%	89

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BT Wealth Management's KO Position: Q2 2022 in Review

BT Wealth Management reduced its Coca-Cola (KO) stake by 2.2% in Q2 2022, selling an estimated $9.32K and leaving 6,436 shares worth $405K. The position accounts for 0.11% of the portfolio, ranked #44.

BT Wealth Management first reported a position in KO in Q4 2018 and has held it in 4 quarters since. The position peaked at $408K in Q1 2022. 2,773 funds tracked by Wall St. Rank hold KO as of Q2 2022.

BT Wealth Management held 6,436 shares of Coca-Cola worth $405K as of Q2 2022.
BT Wealth Management sold 147 Coca-Cola shares in Q2 2022, an estimated $9.32K.
Coca-Cola made up 0.11% of BT Wealth Management's portfolio in Q2 2022, its #44 holding.
BT Wealth Management first reported a position in Coca-Cola in Q4 2018 and has held it in 4 quarters since.
BT Wealth Management's Coca-Cola position peaked at $408K in Q1 2022.
2,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.