Column Capital Advisors’s Coca-Cola KO Stock Holding History

Column Capital 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	$122K	Buy	2,182 +5	+0.2%	+$300	0.02%	194
2023 Q2	$131K	Buy	2,177 +6	+0.3%	+$373	0.02%	189
2023 Q1	$135K	Sell	2,171 -86	-4%	-$5.21K	0.02%	189
2022 Q4	$144K	Sell	2,257 -1,408	-38%	-$85K	0.02%	161
2022 Q3	$205K	Sell	3,665 -25	-0.7%	-$1.55K	0.04%	116
2022 Q2	$232K	Sell	3,690 -208	-5%	-$13.2K	0.04%	101
2022 Q1	$242K	Sell	3,898 -145	-4%	-$8.82K	0.04%	118
2021 Q4	$239K	Buy	4,043 +96	+2%	+$5.35K	0.05%	116
2021 Q3	$207K	Buy	3,947 +441	+13%	+$24.6K	0.04%	118
2021 Q2	$190K	Buy	3,506 +172	+5%	+$9.36K	0.04%	125
2021 Q1	$176K	Sell	3,334 -130	-4%	-$6.54K	0.04%	126
2020 Q4	$190K	Sell	3,464 -121	-3%	-$6.26K	0.05%	111
2020 Q3	$177K	Sell	3,585 -474	-12%	-$22.8K	0.05%	102
2020 Q2	$181K	Buy	4,059 +76	+2%	+$3.5K	0.06%	99
2020 Q1	$176K	Sell	3,983 -30	-0.7%	-$1.62K	0.07%	80
2019 Q4	$222K	Buy	+4,013	New	+$216K	0.11%	79

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Column Capital Advisors's KO Position: Q3 2023 in Review

Column Capital Advisors increased its Coca-Cola (KO) stake by 0.23% in Q3 2023, buying an estimated $300 and bringing the position to 2,182 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #194.

Column Capital Advisors first reported a position in KO in Q4 2019 and has held it in 16 quarters since. The position peaked at $242K in Q1 2022. 2,829 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Column Capital Advisors held 2,182 shares of Coca-Cola worth $122K as of Q3 2023.
Column Capital Advisors bought 5 Coca-Cola shares in Q3 2023, an estimated $300.
Coca-Cola made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #194 holding.
Column Capital Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Coca-Cola position peaked at $242K in Q1 2022.
2,829 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.