Danda Trouve Investment Management’s Coca-Cola KO Stock Holding History

Danda Trouve Investment Management’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	$59K	Buy	1,053 +7	+0.7%	+$435	0.11%	36
2022 Q2	$66K	Buy	1,046 +7	+0.7%	+$444	0.1%	38
2022 Q1	$64K	Hold	1,039	–	–	0.08%	51
2021 Q4	$62K	Buy	1,039 +16	+2%	+$891	0.07%	61
2021 Q3	$54K	Buy	1,023 +7	+0.7%	+$390	0.07%	65
2021 Q2	$55K	Buy	1,016 +8	+0.8%	+$435	0.07%	60
2021 Q1	$53K	Hold	1,008	–	–	0.07%	56
2020 Q4	$55K	Buy	1,008 +16	+2%	+$827	0.07%	63
2020 Q3	$49K	Buy	992 +9	+0.9%	+$433	0.07%	58
2020 Q2	$44K	Buy	983 +10	+1%	+$461	0.07%	52
2020 Q1	$43K	Hold	973	–	–	0.09%	54
2019 Q4	$54K	Buy	+973	New	+$52.3K	0.08%	57

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Danda Trouve Investment Management's KO Position: Q3 2022 in Review

Danda Trouve Investment Management increased its Coca-Cola (KO) stake by 0.67% in Q3 2022, buying an estimated $435 and bringing the position to 1,053 shares worth $59K. The position accounts for 0.11% of the portfolio, ranked #36.

Danda Trouve Investment Management first reported a position in KO in Q4 2019 and has held it in 12 quarters since. The position peaked at $66K in Q2 2022. 2,737 funds tracked by Wall St. Rank hold KO as of Q3 2022.

Danda Trouve Investment Management held 1,053 shares of Coca-Cola worth $59K as of Q3 2022.
Danda Trouve Investment Management bought 7 Coca-Cola shares in Q3 2022, an estimated $435.
Coca-Cola made up 0.11% of Danda Trouve Investment Management's portfolio in Q3 2022, its #36 holding.
Danda Trouve Investment Management first reported a position in Coca-Cola in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's Coca-Cola position peaked at $66K in Q2 2022.
2,737 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.