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Laurel Wealth Advisors (California)’s Coca-Cola KO Stock Holding History

Laurel Wealth Advisors (California)’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 		$1.84M Buy
28,932
+438
+2% +$26.4K 0.18% 127
2022
Q3 		$1.6M Buy
28,494
+171
+0.6% +$10.6K 0.17% 134
2022
Q2 		$1.78M Sell
28,323
-2,168
-7% -$137K 0.18% 120
2022
Q1 		$1.89M Sell
30,491
-2,752
-8% -$167K 0.16% 140
2021
Q4 		$1.97M Buy
33,243
+6,574
+25% +$366K 0.15% 137
2021
Q3 		$1.4M Sell
26,669
-553
-2% -$30.8K 0.26% 83
2021
Q2 		$1.47M Buy
27,222
+1,482
+6% +$80.6K 0.19% 121
2021
Q1 		$1.36M Buy
25,740
+330
+1% +$16.6K 0.21% 110
2020
Q4 		$1.39M Sell
25,410
-588
-2% -$30.4K 0.2% 118
2020
Q3 		$1.28M Sell
25,998
-1,188
-4% -$57.1K 0.21% 116
2020
Q2 		$1.22M Sell
27,186
-1,095
-4% -$50.4K 0.22% 113
2020
Q1 		$1.25M Sell
28,281
-3,486
-11% -$188K 0.29% 95
2019
Q4 		$1.76M Sell
31,767
-8,141
-20% -$438K 0.29% 88
2019
Q3 		$2.17M Buy
39,908
+5,048
+14% +$270K 0.37% 66
2019
Q2 		$1.77M Buy
34,860
+721
+2% +$35.3K 0.39% 62
2019
Q1 		$1.6M Sell
34,139
-1,597
-4% -$74.7K 0.39% 65
2018
Q4 		$1.69M Sell
35,736
-3,388
-9% -$162K 0.5% 49
2018
Q3 		$1.81M Buy
39,124
+152
+0.4% +$6.95K 0.44% 57
2018
Q2 		$1.71M Buy
38,972
+193
+0.5% +$8.34K 0.46% 55
2018
Q1 		$1.68M Buy
38,779
+776
+2% +$34.9K 0.52% 48
2017
Q4 		$1.74M Buy
38,003
+1,135
+3% +$52.2K 0.5% 54
2017
Q3 		$1.66M Buy
36,868
+182
+0.5% +$8.28K 0.56% 45
2017
Q2 		$1.65M Sell
36,686
-9,600
-21% -$424K 0.58% 42
2017
Q1 		$1.96M Sell
46,286
-2,803
-6% -$117K 0.76% 26
2016
Q4 		$2.04M Buy
49,089
+15,984
+48% +$665K 0.9% 22
2016
Q3 		$1.4M Sell
33,105
-147
-0.4% -$6.44K 0.66% 42
2016
Q2 		$1.51M Sell
33,252
-312
-0.9% -$14.1K 0.72% 35
2016
Q1 		$1.56M Sell
33,564
-773
-2% -$33.6K 0.78% 33
2015
Q4 		$1.48M Buy
+34,337
New +$1.46M 0.76% 30

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Laurel Wealth Advisors (California)'s KO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Coca-Cola (KO) stake by 1.5% in Q4 2022, buying an estimated $26.4K and bringing the position to 28,932 shares worth $1.84M. The position accounts for 0.18% of the portfolio, ranked #127.

Laurel Wealth Advisors (California) first reported a position in KO in Q4 2015 and has held it in 29 quarters since. The position peaked at $2.17M in Q3 2019. 2,877 funds tracked by Wall St. Rank hold KO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 28,932 shares of Coca-Cola worth $1.84M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 438 Coca-Cola shares in Q4 2022, an estimated $26.4K.
  • Coca-Cola made up 0.18% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #127 holding.
  • Laurel Wealth Advisors (California) first reported a position in Coca-Cola in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Coca-Cola position peaked at $2.17M in Q3 2019.
  • 2,877 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.