Integrity Advisory’s Coca-Cola KO Stock Holding History

Integrity 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
2022 Q4	$490K	Buy	7,710 +359	+5%	+$21.7K	0.45%	39
2022 Q3	$412K	Sell	7,351 -159	-2%	-$9.88K	0.38%	47
2022 Q2	$472K	Sell	7,510 -268	-3%	-$17K	0.46%	40
2022 Q1	$482K	Buy	+7,778	New	+$473K	0.47%	40

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

Integrity Advisory's KO Position: Q4 2022 in Review

Integrity Advisory increased its Coca-Cola (KO) stake by 4.9% in Q4 2022, buying an estimated $21.7K and bringing the position to 7,710 shares worth $490K. The position accounts for 0.45% of the portfolio, ranked #39.

Integrity Advisory first reported a position in KO in Q1 2022 and has held it in 4 quarters since. 2,877 funds tracked by Wall St. Rank hold KO as of Q4 2022.

Integrity Advisory held 7,710 shares of Coca-Cola worth $490K as of Q4 2022.
Integrity Advisory bought 359 Coca-Cola shares in Q4 2022, an estimated $21.7K.
Coca-Cola made up 0.45% of Integrity Advisory's portfolio in Q4 2022, its #39 holding.
Integrity Advisory first reported a position in Coca-Cola in Q1 2022 and has held it in 4 quarters since.
2,877 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.