Kathleen S. Wright Associates’s Coca-Cola KO Stock Holding History

Kathleen S. Wright 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
2023 Q4	–	Sell	-99	Closed	-$5.54K	–	210
2023 Q3	$5.54K	Hold	99	–	–	﹤0.01%	165
2023 Q2	$5.96K	Sell	99 -11,000	-99%	-$684K	﹤0.01%	146
2023 Q1	$688K	Hold	11,099	–	–	0.45%	51
2022 Q4	$706K	Hold	11,099	–	–	0.48%	49
2022 Q3	$622K	Buy	11,099 +99	+0.9%	+$6.15K	0.5%	48
2022 Q2	$692K	Hold	11,000	–	–	0.58%	43
2022 Q1	$682K	Hold	11,000	–	–	0.5%	49
2021 Q4	$651K	Buy	+11,000	New	+$613K	0.48%	51

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Kathleen S. Wright Associates's KO Position: Q4 2023 in Review

Kathleen S. Wright Associates sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 99 shares — an estimated $5.54K sold.

Kathleen S. Wright Associates first reported a position in KO in Q4 2021 and held it in 8 quarters. The position peaked at $706K in Q4 2022. 2,989 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Kathleen S. Wright Associates reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
Kathleen S. Wright Associates sold 99 Coca-Cola shares in Q4 2023, an estimated $5.54K.
Kathleen S. Wright Associates first reported a position in Coca-Cola in Q4 2021 and held it in 8 quarters.
Kathleen S. Wright Associates's Coca-Cola position peaked at $706K in Q4 2022.
2,989 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2023, filed 1 Feb 2024.