CFO4Life’s Coca-Cola KO Stock Holding History

CFO4Life’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	$976K	Buy	+15,336	New	+$926K	0.21%	63
2015 Q2	–	Sell	-5,590	Closed	-$227K	–	84
2015 Q1	$227K	Sell	5,590 -1,031	-16%	-$43.1K	0.19%	73
2014 Q4	$280K	Buy	+6,621	New	+$283K	0.23%	59

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CFO4Life's KO Position: Q4 2022 in Review

CFO4Life opened a new position in Coca-Cola (KO) in Q4 2022: 15,336 shares worth $976K. The stake represents 0.21% of the portfolio and ranks #63 among its holdings. This is a return to the name: CFO4Life previously reported a position in KO as recently as Q1 2015.

CFO4Life first reported a position in KO in Q4 2014 and has held it in 3 quarters since. 2,879 funds tracked by Wall St. Rank hold KO as of Q4 2022.

CFO4Life held 15,336 shares of Coca-Cola worth $976K as of Q4 2022.
Coca-Cola was a new CFO4Life position in Q4 2022.
Coca-Cola made up 0.21% of CFO4Life's portfolio in Q4 2022, its #63 holding.
CFO4Life first reported a position in Coca-Cola in Q4 2014 and has held it in 3 quarters since.
2,879 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.