Financial Enhancement Group’s Coca-Cola KO Stock Holding History

Financial Enhancement Group’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	-1,438	Closed	-$81K	–	227
2022 Q3	$81K	Hold	1,438	–	–	0.02%	126
2022 Q2	$90K	Hold	1,438	–	–	0.02%	121
2022 Q1	$89K	Buy	1,438 +38	+3%	+$2.31K	0.02%	125
2021 Q4	$83K	Hold	1,400	–	–	0.01%	127
2021 Q3	$73K	Hold	1,400	–	–	0.01%	125
2021 Q2	$76K	Hold	1,400	–	–	0.02%	113
2021 Q1	$74K	Hold	1,400	–	–	0.02%	114
2020 Q4	$77K	Hold	1,400	–	–	0.02%	122
2020 Q3	$69K	Hold	1,400	–	–	0.02%	115
2020 Q2	$63K	Hold	1,400	–	–	0.02%	120
2020 Q1	$62K	Hold	1,400	–	–	0.02%	124
2019 Q4	$77K	Hold	1,400	–	–	0.02%	109
2019 Q3	$76K	Hold	1,400	–	–	0.02%	106
2019 Q2	$71K	Hold	1,400	–	–	0.02%	115
2019 Q1	$66K	Hold	1,400	–	–	0.02%	130
2018 Q4	$65K	Hold	1,400	–	–	0.02%	119
2018 Q3	$65K	Hold	1,400	–	–	0.02%	119
2018 Q2	$61K	Sell	1,400 -108	-7%	-$4.67K	0.02%	113
2018 Q1	$65K	Buy	+1,508	New	+$67.7K	0.02%	114

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

Financial Enhancement Group's KO Position: Q4 2022 in Review

Financial Enhancement Group sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 1,438 shares — an estimated $81K sold.

Financial Enhancement Group first reported a position in KO in Q1 2018 and held it in 19 quarters. The position peaked at $90K in Q2 2022. 2,877 funds tracked by Wall St. Rank hold KO as of Q4 2022.

Financial Enhancement Group reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
Financial Enhancement Group sold 1,438 Coca-Cola shares in Q4 2022, an estimated $81K.
Financial Enhancement Group first reported a position in Coca-Cola in Q1 2018 and held it in 19 quarters.
Financial Enhancement Group's Coca-Cola position peaked at $90K in Q2 2022.
2,877 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.