Dentgroup’s Coca-Cola KO Stock Holding History

Dentgroup’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	–	Sell	-3,538	Closed	-$213K	–	113
2023 Q2	$213K	Buy	3,538 +4	+0.1%	+$249	0.15%	103
2023 Q1	$219K	Hold	3,534	–	–	0.18%	96
2022 Q4	$225K	Buy	+3,534	New	+$213K	0.19%	95

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

Dentgroup's KO Position: Q3 2023 in Review

Dentgroup sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 3,538 shares — an estimated $213K sold.

Dentgroup first reported a position in KO in Q4 2022 and held it in 3 quarters. The position peaked at $225K in Q4 2022. 2,828 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Dentgroup reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
Dentgroup sold 3,538 Coca-Cola shares in Q3 2023, an estimated $213K.
Dentgroup first reported a position in Coca-Cola in Q4 2022 and held it in 3 quarters.
Dentgroup's Coca-Cola position peaked at $225K in Q4 2022.
2,828 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Dentgroup's 13F filing for Q3 2023, filed 10 Oct 2023.