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

Clearview 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
2023
Q3 		– Sell
-2,183
Closed -$131K – 388
2023
Q2 		$131K Sell
2,183
-341
-14% -$21.2K 0.13% 125
2023
Q1 		$157K Sell
2,524
-185
-7% -$11.2K 0.16% 121
2022
Q4 		$172K Buy
2,709
+18
+0.7% +$1.09K 0.13% 96
2022
Q3 		$151K Buy
2,691
+3
+0.1% +$186 0.12% 90
2022
Q2 		$169K Sell
2,688
-257
-9% -$16.3K 0.13% 91
2022
Q1 		$183K Sell
2,945
-796
-21% -$48.4K 0.12% 89
2021
Q4 		$222K Sell
3,741
-811
-18% -$45.2K 0.14% 106
2021
Q3 		$239K Buy
4,552
+635
+16% +$35.4K 0.15% 105
2021
Q2 		$212K Buy
3,917
+1,127
+40% +$61.3K 0.13% 111
2021
Q1 		$147K Sell
2,790
-4,881
-64% -$246K 0.1% 131
2020
Q4 		$421K Buy
+7,671
New +$397K 0.28% 68

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clearview Wealth Advisors's KO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 2,183 shares — an estimated $131K sold.

Clearview Wealth Advisors first reported a position in KO in Q4 2020 and held it in 11 quarters. The position peaked at $421K in Q4 2020. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 2,183 Coca-Cola shares in Q3 2023, an estimated $131K.
  • Clearview Wealth Advisors first reported a position in Coca-Cola in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Coca-Cola position peaked at $421K in Q4 2020.
  • 2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.