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Capital Wealth Alliance’s Coca-Cola KO Stock Holding History

Capital Wealth Alliance’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
Q3 		– Sell
-3,448
Closed -$216K – 128
2022
Q2 		$216K Buy
+3,448
New +$219K 0.15% 112
2021
Q2 		– Sell
-4,655
Closed -$245K – 139
2021
Q1 		$245K Sell
4,655
-110
-2% -$5.54K 0.16% 112
2020
Q4 		$233K Sell
4,765
-107
-2% -$5.53K 0.17% 107
2020
Q3 		$241K Buy
+4,872
New +$234K 0.22% 88
2020
Q1 		– Sell
-1,218
Closed -$71K – 216
2019
Q4 		$71K Buy
+1,218
New +$65.5K 0.06% 128

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Wealth Alliance's KO Position: Q3 2022 in Review

Capital Wealth Alliance sold out of Coca-Cola (KO) in Q3 2022, closing a stake of 3,448 shares — an estimated $216K sold.

Capital Wealth Alliance first reported a position in KO in Q4 2019 and held it in 5 quarters. The position peaked at $245K in Q1 2021. 2,737 funds tracked by Wall St. Rank hold KO as of Q3 2022.

  • Capital Wealth Alliance reported no remaining Coca-Cola position as of Q3 2022 after selling out during the quarter.
  • Capital Wealth Alliance sold 3,448 Coca-Cola shares in Q3 2022, an estimated $216K.
  • Capital Wealth Alliance first reported a position in Coca-Cola in Q4 2019 and held it in 5 quarters.
  • Capital Wealth Alliance's Coca-Cola position peaked at $245K in Q1 2021.
  • 2,737 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Capital Wealth Alliance's 13F filing for Q3 2022, filed 9 Nov 2022.