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FirstPurpose Wealth’s Coca-Cola KO Stock Holding History

FirstPurpose Wealth’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
2024
Q1 		$444K Buy
7,544
+96
+1% +$5.77K 0.16% 115
2023
Q4 		$439K Buy
7,448
+126
+2% +$7.16K 0.17% 105
2023
Q3 		$410K Buy
7,322
+274
+4% +$16.4K 0.18% 100
2023
Q2 		$424K Buy
7,048
+116
+2% +$7.22K 0.18% 98
2023
Q1 		$430K Sell
6,932
-423
-6% -$25.6K 0.21% 89
2022
Q4 		$468K Buy
7,355
+584
+9% +$35.3K 0.26% 75
2022
Q3 		$379K Buy
6,771
+326
+5% +$20.3K 0.25% 74
2022
Q2 		$405K Buy
6,445
+358
+6% +$22.7K 0.27% 67
2022
Q1 		$377K Buy
6,087
+899
+17% +$54.7K 0.29% 75
2021
Q4 		$307K Buy
+5,188
New +$289K 0.19% 94

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FirstPurpose Wealth's KO Position: Q1 2024 in Review

FirstPurpose Wealth increased its Coca-Cola (KO) stake by 1.3% in Q1 2024, buying an estimated $5.77K and bringing the position to 7,544 shares worth $444K. The position accounts for 0.16% of the portfolio, ranked #115.

FirstPurpose Wealth first reported a position in KO in Q4 2021 and has held it in 10 quarters since. The position peaked at $468K in Q4 2022. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • FirstPurpose Wealth held 7,544 shares of Coca-Cola worth $444K as of Q1 2024.
  • FirstPurpose Wealth bought 96 Coca-Cola shares in Q1 2024, an estimated $5.77K.
  • Coca-Cola made up 0.16% of FirstPurpose Wealth's portfolio in Q1 2024, its #115 holding.
  • FirstPurpose Wealth first reported a position in Coca-Cola in Q4 2021 and has held it in 10 quarters since.
  • FirstPurpose Wealth's Coca-Cola position peaked at $468K in Q4 2022.
  • 2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.