Daniel L. Goodwin’s Coca-Cola KO Stock Holding History

Daniel L. Goodwin’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	$224K	Hold	4,000	–	–	0.11%	83
2023 Q2	$241K	Hold	4,000	–	–	0.12%	73
2023 Q1	$248K	Hold	4,000	–	–	0.13%	71
2022 Q4	$254K	Buy	+4,000	New	+$241K	0.13%	75
2022 Q3	–	Sell	-3,400	Closed	-$213K	–	93
2022 Q2	$213K	Sell	3,400 -700	-17%	-$44.4K	0.12%	84
2022 Q1	$254K	Buy	4,100 +350	+9%	+$21.3K	0.11%	77
2021 Q4	$222K	Buy	+3,750	New	+$209K	0.1%	92
2021 Q3	–	Sell	-3,750	Closed	-$203K	–	114
2021 Q2	$203K	Buy	+3,750	New	+$204K	0.1%	108

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Daniel L. Goodwin's KO Position: Q3 2023 in Review

Daniel L. Goodwin held its Coca-Cola (KO) position steady in Q3 2023 at 4,000 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #83.

Daniel L. Goodwin first reported a position in KO in Q2 2021 and has held it in 8 quarters since. The position peaked at $254K in Q4 2022. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Daniel L. Goodwin held 4,000 shares of Coca-Cola worth $224K as of Q3 2023.
Daniel L. Goodwin left its Coca-Cola share count unchanged in Q3 2023.
Coca-Cola made up 0.11% of Daniel L. Goodwin's portfolio in Q3 2023, its #83 holding.
Daniel L. Goodwin first reported a position in Coca-Cola in Q2 2021 and has held it in 8 quarters since.
Daniel L. Goodwin's Coca-Cola position peaked at $254K in Q4 2022.
2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.