John W. Brooker & Co’s Coca-Cola KO Stock Holding History

John W. Brooker & Co’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	–	Sell	-414	Closed	-$23K	–	123
2022 Q3	$23K	Hold	414	–	–	0.01%	113
2022 Q2	$26K	Hold	414	–	–	0.02%	105
2022 Q1	$26K	Sell	414 -200	-33%	-$12.2K	0.01%	110
2021 Q4	$36K	Hold	614	–	–	0.02%	103
2021 Q3	$32K	Hold	614	–	–	0.02%	105
2021 Q2	$33K	Hold	614	–	–	0.02%	97
2021 Q1	$32K	Hold	614	–	–	0.02%	90
2020 Q4	$34K	Hold	614	–	–	0.02%	79
2020 Q3	$30K	Hold	614	–	–	0.02%	81
2020 Q2	$27K	Sell	614 -522	-46%	-$24K	0.02%	82
2020 Q1	$50K	Hold	1,136	–	–	0.04%	66
2019 Q4	$63K	Buy	+1,136	New	+$61.1K	0.04%	68

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

John W. Brooker & Co's KO Position: Q4 2022 in Review

John W. Brooker & Co sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 414 shares — an estimated $23K sold.

John W. Brooker & Co first reported a position in KO in Q4 2019 and held it in 12 quarters. The position peaked at $63K in Q4 2019. 2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

John W. Brooker & Co reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
John W. Brooker & Co sold 414 Coca-Cola shares in Q4 2022, an estimated $23K.
John W. Brooker & Co first reported a position in Coca-Cola in Q4 2019 and held it in 12 quarters.
John W. Brooker & Co's Coca-Cola position peaked at $63K in Q4 2019.
2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.