DSC Advisors’s Coca-Cola KO Stock Holding History

DSC 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 Q4	–	Sell	-13,912	Closed	-$779K	–	54
2022 Q3	$779K	Sell	13,912 -4,387	-24%	-$273K	0.8%	22
2022 Q2	$1.15M	Buy	18,299 +401	+2%	+$25.4K	1.15%	15
2022 Q1	$1.11M	Buy	17,898 +10,457	+141%	+$636K	0.38%	24
2021 Q4	$441K	Sell	7,441 -1,127	-13%	-$62.8K	0.34%	37
2021 Q3	$450K	Buy	8,568 +823	+11%	+$45.9K	0.46%	35
2021 Q2	$419K	Sell	7,745 -1,680	-18%	-$91.4K	0.3%	39
2021 Q1	$497K	Buy	+9,425	New	+$474K	0.31%	38
2020 Q1	–	Sell	-8,087	Closed	-$448K	–	56
2019 Q4	$448K	Buy	8,087 +864	+12%	+$46.5K	0.21%	39
2019 Q3	$393K	Buy	7,223 +1,750	+32%	+$93.7K	0.08%	56
2019 Q2	$279K	Sell	5,473 -80	-1%	-$3.92K	0.05%	59
2019 Q1	$260K	Sell	5,553 -200	-3%	-$9.35K	0.05%	61
2018 Q4	$272K	Buy	5,753 +985	+21%	+$47.1K	0.03%	54
2018 Q3	$220K	Buy	+4,768	New	+$218K	0.03%	73

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

DSC Advisors's KO Position: Q4 2022 in Review

DSC Advisors sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 13,912 shares — an estimated $779K sold.

DSC Advisors first reported a position in KO in Q3 2018 and held it in 13 quarters. The position peaked at $1.15M in Q2 2022. 2,877 funds tracked by Wall St. Rank hold KO as of Q4 2022.

DSC Advisors reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
DSC Advisors sold 13,912 Coca-Cola shares in Q4 2022, an estimated $779K.
DSC Advisors first reported a position in Coca-Cola in Q3 2018 and held it in 13 quarters.
DSC Advisors's Coca-Cola position peaked at $1.15M in Q2 2022.
2,877 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on DSC Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.