Graham Capital Wealth Management’s Coca-Cola KO Stock Holding History

Graham Capital Wealth Management’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	-977	Closed	-$606K	–	94
2023 Q1	$606K	Buy	+977	New	+$59.2K	0.09%	96

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

Graham Capital Wealth Management's KO Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 977 shares — an estimated $606K sold.

Graham Capital Wealth Management first reported a position in KO in Q1 2023 and held it in 1 quarter. The position peaked at $606K in Q1 2023. 2,881 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Graham Capital Wealth Management reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
Graham Capital Wealth Management sold 977 Coca-Cola shares in Q2 2023, an estimated $606K.
Graham Capital Wealth Management first reported a position in Coca-Cola in Q1 2023 and held it in 1 quarter.
Graham Capital Wealth Management's Coca-Cola position peaked at $606K in Q1 2023.
2,881 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.