EWG Elevate’s Coca-Cola KO Stock Holding History

EWG Elevate’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 Q1	–	Sell	-3,328	Closed	-$212K	–	438
2022 Q4	$212K	Buy	+3,328	New	+$201K	0.11%	74

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

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

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

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

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

EWG Elevate's KO Position: Q1 2023 in Review

EWG Elevate sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 3,328 shares — an estimated $212K sold.

EWG Elevate first reported a position in KO in Q4 2022 and held it in 1 quarter. The position peaked at $212K in Q4 2022. 2,872 funds tracked by Wall St. Rank hold KO as of Q1 2023.

EWG Elevate reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 3,328 Coca-Cola shares in Q1 2023, an estimated $212K.
EWG Elevate first reported a position in Coca-Cola in Q4 2022 and held it in 1 quarter.
EWG Elevate's Coca-Cola position peaked at $212K in Q4 2022.
2,872 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.