Dougherty Wealth Advisers’s Coca-Cola KO Stock Holding History

Dougherty Wealth Advisers’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
2024 Q1	–	Sell	-400	Closed	-$23.6K	–	122
2023 Q4	$23.6K	Hold	400	–	–	0.02%	107
2023 Q3	$22.4K	Hold	400	–	–	0.03%	102
2023 Q2	$24.1K	Hold	400	–	–	0.03%	104
2023 Q1	$24.8K	Hold	400	–	–	0.04%	106
2022 Q4	$25.4K	Hold	400	–	–	0.04%	108
2022 Q3	$22K	Hold	400	–	–	0.04%	107
2022 Q2	$25K	Hold	400	–	–	0.05%	103
2022 Q1	$25K	Hold	400	–	–	0.04%	108
2021 Q4	$24K	Hold	400	–	–	0.03%	118
2021 Q3	$21K	Hold	400	–	–	0.03%	121
2021 Q2	$22K	Buy	+400	New	+$21.8K	0.03%	118
2019 Q3	–	Sell	-19	Closed	-$1K	–	202
2019 Q2	$1K	Hold	19	–	–	﹤0.01%	243
2019 Q1	$1K	Hold	19	–	–	﹤0.01%	202
2018 Q4	$1K	Buy	+19	New	+$909	﹤0.01%	217

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dougherty Wealth Advisers's KO Position: Q1 2024 in Review

Dougherty Wealth Advisers sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 400 shares — an estimated $23.6K sold.

Dougherty Wealth Advisers first reported a position in KO in Q4 2018 and held it in 14 quarters. The position peaked at $25.4K in Q4 2022. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

Dougherty Wealth Advisers reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
Dougherty Wealth Advisers sold 400 Coca-Cola shares in Q1 2024, an estimated $23.6K.
Dougherty Wealth Advisers first reported a position in Coca-Cola in Q4 2018 and held it in 14 quarters.
Dougherty Wealth Advisers's Coca-Cola position peaked at $25.4K in Q4 2022.
2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2024, filed 26 Apr 2024.