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Goldstein Advisors’s Coca-Cola KO Stock Holding History

Goldstein 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
2024
Q4 		– Sell
-2,985
Closed -$215K – 205
2024
Q3 		$215K Buy
+2,985
New +$204K 0.03% 168
2023
Q4 		– Sell
-3,695
Closed -$207K – 179
2023
Q3 		$207K Buy
3,695
+89
+2% +$5.34K 0.04% 138
2023
Q2 		$217K Sell
3,606
-6
-0.2% -$373 0.05% 136
2023
Q1 		$224K Buy
3,612
+8
+0.2% +$484 0.05% 127
2022
Q4 		$229K Buy
+3,604
New +$218K 0.06% 120

Other funds holding KO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM