DCM Advisors’s Coca-Cola KO Stock Holding History

DCM 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
2022 Q3	–	Sell	-3,551	Closed	-$223K	–	203
2022 Q2	$223K	Buy	+3,551	New	+$225K	0.1%	174

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

DCM Advisors's KO Position: Q3 2022 in Review

DCM Advisors sold out of Coca-Cola (KO) in Q3 2022, closing a stake of 3,551 shares — an estimated $223K sold.

DCM Advisors first reported a position in KO in Q2 2022 and held it in 1 quarter. The position peaked at $223K in Q2 2022. 2,737 funds tracked by Wall St. Rank hold KO as of Q3 2022.

DCM Advisors reported no remaining Coca-Cola position as of Q3 2022 after selling out during the quarter.
DCM Advisors sold 3,551 Coca-Cola shares in Q3 2022, an estimated $223K.
DCM Advisors first reported a position in Coca-Cola in Q2 2022 and held it in 1 quarter.
DCM Advisors's Coca-Cola position peaked at $223K in Q2 2022.
2,737 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on DCM Advisors's 13F filing for Q3 2022, filed 11 Sep 2023.