Heritage Wealth Management (Arizona)’s Coca-Cola KO Stock Holding History

Heritage Wealth Management (Arizona)’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	$48.3K	Buy	760 +533	+235%	+$32.2K	0.01%	505
2022 Q3	$13K	Buy	227 +142	+167%	+$8.82K	﹤0.01%	610
2022 Q2	$5.35K	Sell	85 -30	-26%	-$1.9K	﹤0.01%	758
2022 Q1	$7K	Buy	+115	New	+$6.99K	﹤0.01%	759
2021 Q3	$15K	Sell	289 -596	-67%	-$33.2K	0.01%	601
2021 Q2	$48K	Sell	885 -1,237	-58%	-$67.3K	0.02%	456
2021 Q1	$112K	Buy	+2,122	New	+$107K	0.06%	234

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s KO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Coca-Cola (KO) stake by 235% in Q4 2022, buying an estimated $32.2K and bringing the position to 760 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #505.

Heritage Wealth Management (Arizona) first reported a position in KO in Q1 2021 and has held it in 7 quarters since. The position peaked at $112K in Q1 2021. 2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

Heritage Wealth Management (Arizona) held 760 shares of Coca-Cola worth $48.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 533 Coca-Cola shares in Q4 2022, an estimated $32.2K.
Coca-Cola made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #505 holding.
Heritage Wealth Management (Arizona) first reported a position in Coca-Cola in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Coca-Cola position peaked at $112K in Q1 2021.
2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.