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Goodwin Investment Advisory’s Coca-Cola KO Stock Holding History

Goodwin Investment Advisory’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
-1,073
Closed -$68.3K – 154
2022
Q4 		$68.3K Buy
1,073
+112
+12% +$6.76K 0.05% 74
2022
Q3 		$54K Buy
961
+651
+210% +$40.5K 0.04% 79
2022
Q2 		$19.5K Sell
310
-267
-46% -$16.9K 0.02% 103
2022
Q1 		$36K Buy
577
+268
+87% +$16.3K 0.02% 98
2021
Q4 		$19K Buy
309
+2
+0.7% +$111 0.01% 108
2021
Q3 		$16K Sell
307
-213
-41% -$11.9K 0.02% 107
2021
Q2 		$100K Buy
520
+215
+70% +$11.7K 0.11% 41
2021
Q1 		$16K Hold
305
– – 0.02% 111
2020
Q4 		$16K Buy
+305
New +$15.8K 0.02% 63

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goodwin Investment Advisory's KO Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 1,073 shares — an estimated $68.3K sold.

Goodwin Investment Advisory first reported a position in KO in Q4 2020 and held it in 9 quarters. The position peaked at $100K in Q2 2021. 2,872 funds tracked by Wall St. Rank hold KO as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 1,073 Coca-Cola shares in Q1 2023, an estimated $68.3K.
  • Goodwin Investment Advisory first reported a position in Coca-Cola in Q4 2020 and held it in 9 quarters.
  • Goodwin Investment Advisory's Coca-Cola position peaked at $100K in Q2 2021.
  • 2,872 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.