Dixon Hughes Goodman Wealth Advisors’s Coca-Cola KO Stock Holding History

Dixon Hughes Goodman Wealth 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 Q1	$1.07M	Buy	17,341 +15,024	+648%	+$914K	0.31%	51
2021 Q4	$137K	Buy	+2,317	New	+$129K	0.04%	181

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's KO Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Coca-Cola (KO) stake by 648% in Q1 2022, buying an estimated $914K and bringing the position to 17,341 shares worth $1.07M. The position accounts for 0.31% of the portfolio, ranked #51.

Dixon Hughes Goodman Wealth Advisors first reported a position in KO in Q4 2021 and has held it in 2 quarters since. 2,764 funds tracked by Wall St. Rank hold KO as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 17,341 shares of Coca-Cola worth $1.07M as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors bought 15,024 Coca-Cola shares in Q1 2022, an estimated $914K.
Coca-Cola made up 0.31% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #51 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 2 quarters since.
2,764 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.