Fortis Advisors’s Coca-Cola KO Stock Holding History

Fortis Advisors’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	–	Sell	-29	Closed	-$1.8K	–	175
2023 Q1	$1.8K	Hold	29	–	–	﹤0.01%	247
2022 Q4	$1.84K	Hold	29	–	–	﹤0.01%	237
2022 Q3	$2K	Sell	29 -128	-82%	-$7.96K	﹤0.01%	230
2022 Q2	$10K	Buy	+157	New	+$9.95K	0.01%	223
2021 Q1	–	Sell	-115	Closed	-$6K	–	245
2020 Q4	$6K	Buy	+115	New	+$5.95K	0.01%	161
2020 Q2	–	Sell	-35	Closed	-$2K	–	248
2020 Q1	$2K	Hold	35	–	–	﹤0.01%	303
2019 Q4	$2K	Hold	35	–	–	﹤0.01%	299
2019 Q3	$2K	Buy	+35	New	+$1.87K	﹤0.01%	294
2018 Q3	–	Sell	-148	Closed	-$6K	–	312
2018 Q2	$6K	Hold	148	–	–	﹤0.01%	285
2018 Q1	$6K	Hold	148	–	–	﹤0.01%	276
2017 Q4	$7K	Buy	+148	New	+$6.8K	﹤0.01%	243

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

Fortis Advisors's KO Position: Q2 2023 in Review

Fortis Advisors sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 29 shares — an estimated $1.8K sold.

Fortis Advisors first reported a position in KO in Q4 2017 and held it in 11 quarters. The position peaked at $10K in Q2 2022. 2,880 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Fortis Advisors reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 29 Coca-Cola shares in Q2 2023, an estimated $1.8K.
Fortis Advisors first reported a position in Coca-Cola in Q4 2017 and held it in 11 quarters.
Fortis Advisors's Coca-Cola position peaked at $10K in Q2 2022.
2,880 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.