Forefront Wealth Management’s Coca-Cola KO Stock Holding History

Forefront Wealth Management’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 Q3	$1.33M	Sell	23,755 -102	-0.4%	-$6.12K	1.87%	18
2023 Q2	$1.44M	Sell	23,857 -174	-0.7%	-$10.8K	1.9%	20
2023 Q1	$1.49M	Sell	24,031 -27,203	-53%	-$1.65M	1.95%	18
2022 Q4	$3.26M	Buy	51,234 +624	+1%	+$37.7K	4.39%	7
2022 Q3	$2.83M	Buy	+50,610	New	+$3.15M	3.95%	8

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Forefront Wealth Management's KO Position: Q3 2023 in Review

Forefront Wealth Management reduced its Coca-Cola (KO) stake by 0.43% in Q3 2023, selling an estimated $6.12K and leaving 23,755 shares worth $1.33M. The position accounts for 1.87% of the portfolio, ranked #18.

Forefront Wealth Management first reported a position in KO in Q3 2022 and has held it in 5 quarters since. The position peaked at $3.26M in Q4 2022. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Forefront Wealth Management held 23,755 shares of Coca-Cola worth $1.33M as of Q3 2023.
Forefront Wealth Management sold 102 Coca-Cola shares in Q3 2023, an estimated $6.12K.
Coca-Cola made up 1.87% of Forefront Wealth Management's portfolio in Q3 2023, its #18 holding.
Forefront Wealth Management first reported a position in Coca-Cola in Q3 2022 and has held it in 5 quarters since.
Forefront Wealth Management's Coca-Cola position peaked at $3.26M in Q4 2022.
2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.