Freedom Wealth Alliance’s Coca-Cola KO Stock Holding History

Freedom Wealth Alliance’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 Q1	–	Sell	-400	Closed	-$25.4K	–	270
2022 Q4	$25.4K	Buy	+400	New	+$24.1K	0.04%	173

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Freedom Wealth Alliance's KO Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 400 shares — an estimated $25.4K sold.

Freedom Wealth Alliance first reported a position in KO in Q4 2022 and held it in 1 quarter. The position peaked at $25.4K in Q4 2022. 2,872 funds tracked by Wall St. Rank hold KO as of Q1 2023.

Freedom Wealth Alliance reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 400 Coca-Cola shares in Q1 2023, an estimated $25.4K.
Freedom Wealth Alliance first reported a position in Coca-Cola in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Coca-Cola position peaked at $25.4K in Q4 2022.
2,872 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.