First Capital Advisors Group’s Coca-Cola KO Stock Holding History

First Capital Advisors 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
2023 Q2	$39.2K	Buy	+651	New	+$40.5K	0.02%	331
2022 Q3	–	Sell	-6,392	Closed	-$402K	–	235
2022 Q2	$402K	Buy	+6,392	New	+$405K	0.28%	92
2018 Q2	–	Sell	-1,676	Closed	-$73K	–	490
2018 Q1	$73K	Buy	+1,676	New	+$75.3K	0.04%	232

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

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

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

Norges Bank Oslo, Norway $935B AUM

First Capital Advisors Group's KO Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Coca-Cola (KO) in Q2 2023: 651 shares worth $39.2K. The stake represents 0.02% of the portfolio and ranks #331 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in KO as recently as Q2 2022.

First Capital Advisors Group first reported a position in KO in Q1 2018 and has held it in 3 quarters since. The position peaked at $402K in Q2 2022. 2,880 funds tracked by Wall St. Rank hold KO as of Q2 2023.

First Capital Advisors Group held 651 shares of Coca-Cola worth $39.2K as of Q2 2023.
Coca-Cola was a new First Capital Advisors Group position in Q2 2023.
Coca-Cola made up 0.02% of First Capital Advisors Group's portfolio in Q2 2023, its #331 holding.
First Capital Advisors Group first reported a position in Coca-Cola in Q1 2018 and has held it in 3 quarters since.
First Capital Advisors Group's Coca-Cola position peaked at $402K in Q2 2022.
2,880 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.