DB Wealth Management Group’s Coca-Cola KO Stock Holding History

DB Wealth Management Group’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 Q4	$66.9K	Hold	1,135	–	–	0.04%	143
2023 Q3	$63.5K	Hold	1,135	–	–	0.04%	140
2023 Q2	$68.3K	Hold	1,135	–	–	0.04%	135
2023 Q1	$70.4K	Hold	1,135	–	–	0.04%	128
2022 Q4	$72.2K	Hold	1,135	–	–	0.05%	123
2022 Q3	$64K	Hold	1,135	–	–	0.05%	132
2022 Q2	$71K	Hold	1,135	–	–	0.05%	128
2022 Q1	$70K	Buy	1,135 +95	+9%	+$5.78K	0.04%	146
2021 Q4	$62K	Hold	1,040	–	–	0.04%	150
2021 Q3	$55K	Hold	1,040	–	–	0.04%	152
2021 Q2	$56K	Sell	1,040 -113	-10%	-$6.15K	0.04%	153
2021 Q1	$61K	Sell	1,153 -501	-30%	-$25.2K	0.04%	147
2020 Q4	$91K	Buy	+1,654	New	+$85.5K	0.07%	114

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

DB Wealth Management Group's KO Position: Q4 2023 in Review

DB Wealth Management Group held its Coca-Cola (KO) position steady in Q4 2023 at 1,135 shares worth $66.9K. The position accounts for 0.04% of the portfolio, ranked #143.

DB Wealth Management Group first reported a position in KO in Q4 2020 and has held it in 13 quarters since. The position peaked at $91K in Q4 2020. 2,989 funds tracked by Wall St. Rank hold KO as of Q4 2023.

DB Wealth Management Group held 1,135 shares of Coca-Cola worth $66.9K as of Q4 2023.
DB Wealth Management Group left its Coca-Cola share count unchanged in Q4 2023.
Coca-Cola made up 0.04% of DB Wealth Management Group's portfolio in Q4 2023, its #143 holding.
DB Wealth Management Group first reported a position in Coca-Cola in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Coca-Cola position peaked at $91K in Q4 2020.
2,989 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.