DRS
KO icon

Deane Retirement Strategies’s Coca-Cola KO Stock Holding History

Deane Retirement Strategies’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
Q1 		– Sell
-32,835
Closed -$2.09M – 75
2022
Q4 		$2.09M Sell
32,835
-127
-0.4% -$7.67K 1.16% 24
2022
Q3 		$1.85M Buy
32,962
+1,068
+3% +$66.4K 1.13% 19
2022
Q2 		$2.05M Sell
31,894
-235
-0.7% -$14.9K 1.27% 17
2022
Q1 		$2.02M Buy
+32,129
New +$1.95M 1.12% 29
2017
Q1 		– Sell
-52,445
Closed -$2.17M – 53
2016
Q4 		$2.17M Buy
+52,445
New +$2.18M 1.94% 18

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deane Retirement Strategies's KO Position: Q1 2023 in Review

Deane Retirement Strategies sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 32,835 shares — an estimated $2.09M sold.

Deane Retirement Strategies first reported a position in KO in Q4 2016 and held it in 5 quarters. The position peaked at $2.17M in Q4 2016. 2,871 funds tracked by Wall St. Rank hold KO as of Q1 2023.

  • Deane Retirement Strategies reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
  • Deane Retirement Strategies sold 32,835 Coca-Cola shares in Q1 2023, an estimated $2.09M.
  • Deane Retirement Strategies first reported a position in Coca-Cola in Q4 2016 and held it in 5 quarters.
  • Deane Retirement Strategies's Coca-Cola position peaked at $2.17M in Q4 2016.
  • 2,871 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Deane Retirement Strategies's 13F filing for Q1 2023, filed 24 Apr 2023.