Gallagher Benefit Services’s Coca-Cola KO Stock Holding History

Gallagher Benefit Services’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
2022 Q4	$842K	Buy	+13,229	New	+$799K	0.18%	72

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gallagher Benefit Services's KO Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Coca-Cola (KO) in Q4 2022: 13,229 shares worth $842K. The stake represents 0.18% of the portfolio and ranks #72 among its holdings.

2,879 funds tracked by Wall St. Rank hold KO as of Q4 2022.

Gallagher Benefit Services held 13,229 shares of Coca-Cola worth $842K as of Q4 2022.
Coca-Cola was a new Gallagher Benefit Services position in Q4 2022.
Coca-Cola made up 0.18% of Gallagher Benefit Services's portfolio in Q4 2022, its #72 holding.
2,879 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.