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Harrison & Co Wealth Management’s Coca-Cola KO Stock Holding History

Harrison & Co 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
2022
Q4 		$1.01M Sell
15,896
-164
-1% -$9.9K 0.98% 32
2022
Q3 		$900K Sell
16,060
-1,148
-7% -$71.3K 0.95% 30
2022
Q2 		$1.08M Buy
17,208
+246
+1% +$15.6K 1.03% 26
2022
Q1 		$1.05M Sell
16,962
-332
-2% -$20.2K 0.92% 30
2021
Q4 		$1.02M Buy
+17,294
New +$963K 0.86% 39

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harrison & Co Wealth Management's KO Position: Q4 2022 in Review

Harrison & Co Wealth Management reduced its Coca-Cola (KO) stake by 1% in Q4 2022, selling an estimated $9.9K and leaving 15,896 shares worth $1.01M. The position accounts for 0.98% of the portfolio, ranked #32.

Harrison & Co Wealth Management first reported a position in KO in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.08M in Q2 2022. 2,879 funds tracked by Wall St. Rank hold KO as of Q4 2022.

  • Harrison & Co Wealth Management held 15,896 shares of Coca-Cola worth $1.01M as of Q4 2022.
  • Harrison & Co Wealth Management sold 164 Coca-Cola shares in Q4 2022, an estimated $9.9K.
  • Coca-Cola made up 0.98% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #32 holding.
  • Harrison & Co Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's Coca-Cola position peaked at $1.08M in Q2 2022.
  • 2,879 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.