Guardian Capital (Canada)’s Coca-Cola KO Stock Holding History

Guardian Capital (Canada)’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	-5,325	Closed	-$330K	–	157
2023 Q1	$330K	Sell	5,325 -622	-10%	-$37.7K	0.01%	154
2022 Q4	$378K	Sell	5,947 -2,213	-27%	-$134K	0.01%	152
2022 Q3	$457K	Buy	+8,160	New	+$507K	0.02%	154
2019 Q1	–	Sell	-4,742	Closed	-$225K	–	191
2018 Q4	$225K	Buy	+4,742	New	+$227K	﹤0.01%	180

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

Guardian Capital (Canada)'s KO Position: Q2 2023 in Review

Guardian Capital (Canada) sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 5,325 shares — an estimated $330K sold.

Guardian Capital (Canada) first reported a position in KO in Q4 2018 and held it in 4 quarters. The position peaked at $457K in Q3 2022. 2,881 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Guardian Capital (Canada) reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
Guardian Capital (Canada) sold 5,325 Coca-Cola shares in Q2 2023, an estimated $330K.
Guardian Capital (Canada) first reported a position in Coca-Cola in Q4 2018 and held it in 4 quarters.
Guardian Capital (Canada)'s Coca-Cola position peaked at $457K in Q3 2022.
2,881 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2023, filed 14 Aug 2023.