Lane & Associates’s Coca-Cola KO Stock Holding History

Lane & 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 Q1	–	Sell	-6,220	Closed	-$396K	–	103
2022 Q4	$396K	Buy	+6,220	New	+$376K	0.37%	57

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lane & Associates's KO Position: Q1 2023 in Review

Lane & Associates sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 6,220 shares — an estimated $396K sold.

Lane & Associates first reported a position in KO in Q4 2022 and held it in 1 quarter. The position peaked at $396K in Q4 2022. 2,872 funds tracked by Wall St. Rank hold KO as of Q1 2023.

Lane & Associates reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
Lane & Associates sold 6,220 Coca-Cola shares in Q1 2023, an estimated $396K.
Lane & Associates first reported a position in Coca-Cola in Q4 2022 and held it in 1 quarter.
Lane & Associates's Coca-Cola position peaked at $396K in Q4 2022.
2,872 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Lane & Associates's 13F filing for Q1 2023, filed 12 Apr 2024.