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Janiczek Wealth Management’s Coca-Cola KO Stock Holding History

Janiczek 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
2024
Q2 		$443K Buy
6,936
+915
+15% +$56.6K 0.09% 91
2024
Q1 		$370K Buy
6,021
+12
+0.2% +$721 0.08% 109
2023
Q4 		$354K Sell
6,009
-634
-10% -$36K 0.09% 94
2023
Q3 		$373K Buy
6,643
+1,830
+38% +$110K 0.1% 82
2023
Q2 		$291K Sell
4,813
-2,223
-32% -$138K 0.08% 92
2023
Q1 		$444K Buy
7,036
+2,402
+52% +$145K 0.13% 61
2022
Q4 		$284K Sell
4,634
-10
-0.2% -$604 0.08% 88
2022
Q3 		$253K Buy
4,644
+160
+4% +$9.94K 0.08% 83
2022
Q2 		$288K Buy
4,484
+547
+14% +$34.7K 0.09% 75
2022
Q1 		$244K Sell
3,937
-196
-5% -$11.9K 0.07% 91
2021
Q4 		$245K Buy
4,133
+75
+2% +$4.18K 0.07% 90
2021
Q3 		$213K Buy
4,058
+38
+0.9% +$2.12K 0.08% 89
2021
Q2 		$218K Hold
4,020
– – 0.08% 76
2021
Q1 		$212K Sell
4,020
-212
-5% -$10.7K 0.08% 66
2020
Q4 		$232K Buy
4,232
+851
+25% +$44K 0.11% 52
2020
Q3 		$167K Buy
3,381
+1,734
+105% +$83.4K 0.09% 52
2020
Q2 		$74K Buy
1,647
+418
+34% +$19.3K 0.04% 66
2020
Q1 		$54K Hold
1,229
– – 0.03% 62
2019
Q4 		$68K Sell
1,229
-1,213
-50% -$65.2K 0.03% 58
2019
Q3 		$133K Buy
2,442
+500
+26% +$26.8K 0.06% 45
2019
Q2 		$99K Hold
1,942
– – 0.05% 55
2019
Q1 		$91K Hold
1,942
– – 0.04% 62
2018
Q4 		$92K Hold
1,942
– – 0.05% 62
2018
Q3 		$90K Sell
1,942
-25
-1% -$1.14K 0.05% 53
2018
Q2 		$86K Buy
+1,967
New +$85K 0.05% 55
2017
Q1 		– Sell
-2,124
Closed -$88K – 42
2016
Q4 		$88K Buy
+2,124
New +$88.4K 0.04% 38

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janiczek Wealth Management's KO Position: Q2 2024 in Review

Janiczek Wealth Management increased its Coca-Cola (KO) stake by 15% in Q2 2024, buying an estimated $56.6K and bringing the position to 6,936 shares worth $443K. The position accounts for 0.09% of the portfolio, ranked #91.

Janiczek Wealth Management first reported a position in KO in Q4 2016 and has held it in 26 quarters since. The position peaked at $444K in Q1 2023. 3,030 funds tracked by Wall St. Rank hold KO as of Q2 2024.

  • Janiczek Wealth Management held 6,936 shares of Coca-Cola worth $443K as of Q2 2024.
  • Janiczek Wealth Management bought 915 Coca-Cola shares in Q2 2024, an estimated $56.6K.
  • Coca-Cola made up 0.09% of Janiczek Wealth Management's portfolio in Q2 2024, its #91 holding.
  • Janiczek Wealth Management first reported a position in Coca-Cola in Q4 2016 and has held it in 26 quarters since.
  • Janiczek Wealth Management's Coca-Cola position peaked at $444K in Q1 2023.
  • 3,030 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.