Capital Directions Investment Advisors’s Coca-Cola KO Stock Holding History

Capital Directions Investment 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	$55.3K	Buy	+869	New	+$52.5K	0.02%	117
2022 Q3	–	Sell	-19,003	Closed	-$1.18M	–	148
2022 Q2	$1.2M	Buy	19,003 +16,411	+633%	+$1.04M	0.4%	24
2022 Q1	$161K	Buy	+2,592	New	+$158K	0.05%	76
2021 Q4	–	Sell	-2,690	Closed	-$141K	–	143
2021 Q3	$141K	Buy	+2,690	New	+$150K	0.04%	76
2021 Q1	–	Sell	-959	Closed	-$53K	–	277
2020 Q4	$53K	Hold	959	–	–	0.02%	108
2020 Q3	$47K	Hold	959	–	–	0.02%	114
2020 Q2	$43K	Sell	959 -427	-31%	-$19.7K	0.02%	115
2020 Q1	$61K	Hold	1,386	–	–	0.03%	96
2019 Q4	$77K	Hold	1,386	–	–	0.02%	107
2019 Q3	$75K	Buy	+1,386	New	+$74.2K	0.02%	102

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

Capital Directions Investment Advisors's KO Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Coca-Cola (KO) in Q4 2022: 869 shares worth $55.3K. The stake represents 0.02% of the portfolio and ranks #117 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in KO as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in KO in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.2M in Q2 2022. 2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

Capital Directions Investment Advisors held 869 shares of Coca-Cola worth $55.3K as of Q4 2022.
Coca-Cola was a new Capital Directions Investment Advisors position in Q4 2022.
Coca-Cola made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #117 holding.
Capital Directions Investment Advisors first reported a position in Coca-Cola in Q3 2019 and has held it in 10 quarters since.
Capital Directions Investment Advisors's Coca-Cola position peaked at $1.2M in Q2 2022.
2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.