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Doyle Wealth Management’s Coca-Cola KO Stock Holding History

Doyle Wealth Management’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 		$2.85M Buy
50,833
+50
+0.1% +$3.11K 0.24% 74
2022
Q2 		$3.19M Sell
50,783
-853
-2% -$54.1K 0.26% 77
2022
Q1 		$3.2M Buy
51,636
+1,383
+3% +$84.1K 0.23% 78
2021
Q4 		$2.98M Buy
50,253
+260
+0.5% +$14.5K 0.21% 77
2021
Q3 		$2.62M Buy
49,993
+3,034
+6% +$169K 0.21% 76
2021
Q2 		$2.54M Buy
46,959
+601
+1% +$32.7K 0.21% 79
2021
Q1 		$2.44M Sell
46,358
-657
-1% -$33.1K 0.23% 75
2020
Q4 		$2.58M Buy
47,015
+773
+2% +$40K 0.26% 69
2020
Q3 		$2.28M Sell
46,242
-200,855
-81% -$9.66M 0.27% 67
2020
Q2 		$11M Buy
247,097
+2,456
+1% +$113K 1.45% 31
2020
Q1 		$10.8M Buy
244,641
+1,872
+0.8% +$101K 1.72% 25
2019
Q4 		$13.4M Buy
242,769
+4,747
+2% +$255K 1.68% 24
2019
Q3 		$13M Sell
238,022
-670
-0.3% -$35.9K 1.79% 20
2019
Q2 		$12.2M Sell
238,692
-2,995
-1% -$147K 1.68% 24
2019
Q1 		$11.6M Buy
241,687
+5,012
+2% +$234K 1.69% 25
2018
Q4 		$11.2M Buy
236,675
+3,539
+2% +$169K 1.89% 17
2018
Q3 		$10.8M Sell
233,136
-992
-0.4% -$45.3K 1.67% 24
2018
Q2 		$10.3M Buy
234,128
+12,952
+6% +$559K 1.7% 24
2018
Q1 		$9.61M Buy
221,176
+5,104
+2% +$229K 1.62% 26
2017
Q4 		$9.91M Buy
216,072
+7,341
+4% +$337K 1.67% 25
2017
Q3 		$9.39M Buy
208,731
+8,442
+4% +$384K 1.64% 24
2017
Q2 		$8.98M Buy
200,289
+24,873
+14% +$1.1M 1.66% 24
2017
Q1 		$7.45M Buy
+175,416
New +$7.32M 1.52% 24

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Doyle Wealth Management's KO Position: Q3 2022 in Review

Doyle Wealth Management increased its Coca-Cola (KO) stake by 0.1% in Q3 2022, buying an estimated $3.11K and bringing the position to 50,833 shares worth $2.85M. The position accounts for 0.24% of the portfolio, ranked #74.

Doyle Wealth Management first reported a position in KO in Q1 2017 and has held it in 23 quarters since. The position peaked at $13.4M in Q4 2019. 2,736 funds tracked by Wall St. Rank hold KO as of Q3 2022.

  • Doyle Wealth Management held 50,833 shares of Coca-Cola worth $2.85M as of Q3 2022.
  • Doyle Wealth Management bought 50 Coca-Cola shares in Q3 2022, an estimated $3.11K.
  • Coca-Cola made up 0.24% of Doyle Wealth Management's portfolio in Q3 2022, its #74 holding.
  • Doyle Wealth Management first reported a position in Coca-Cola in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Coca-Cola position peaked at $13.4M in Q4 2019.
  • 2,736 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.