Joseph P. Lucia & Associates’s Coca-Cola KO Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-88	Closed	-$6K	–	285
2022 Q2	$6K	Hold	88	–	–	﹤0.01%	336
2022 Q1	$5K	Buy	+88	New	+$5.35K	﹤0.01%	359
2021 Q4	–	Sell	-88	Closed	-$5K	–	356
2021 Q3	$5K	Hold	88	–	–	﹤0.01%	436
2021 Q2	$5K	Hold	88	–	–	﹤0.01%	439
2021 Q1	$5K	Buy	+88	New	+$4.43K	﹤0.01%	423
2020 Q3	–	Sell	-200	Closed	-$9K	–	287
2020 Q2	$9K	Sell	200 -275	-58%	-$12.7K	0.01%	324
2020 Q1	$21K	Buy	475 +275	+138%	+$14.9K	0.02%	222
2019 Q4	$11K	Hold	200	–	–	0.01%	307
2019 Q3	$11K	Hold	200	–	–	0.01%	308
2019 Q2	$10K	Sell	200 -9,110	-98%	-$446K	0.01%	304
2019 Q1	$200	Buy	+9,310	New	+$435K	0.01%	220

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Joseph P. Lucia & Associates's KO Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Coca-Cola (KO) in Q3 2022, closing a stake of 88 shares — an estimated $6K sold.

Joseph P. Lucia & Associates first reported a position in KO in Q1 2019 and held it in 11 quarters. The position peaked at $21K in Q1 2020. 2,736 funds tracked by Wall St. Rank hold KO as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Coca-Cola position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 88 Coca-Cola shares in Q3 2022, an estimated $6K.
Joseph P. Lucia & Associates first reported a position in Coca-Cola in Q1 2019 and held it in 11 quarters.
Joseph P. Lucia & Associates's Coca-Cola position peaked at $21K in Q1 2020.
2,736 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.