Laurel Wealth Planning’s Coca-Cola KO Stock Holding History

Laurel Wealth Planning’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	-53	Closed	-$3K	–	235
2022 Q2	$3K	Buy	+53	New	+$3.36K	﹤0.01%	204

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

Laurel Wealth Planning's KO Position: Q3 2022 in Review

Laurel Wealth Planning sold out of Coca-Cola (KO) in Q3 2022, closing a stake of 53 shares — an estimated $3K sold.

Laurel Wealth Planning first reported a position in KO in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 2,736 funds tracked by Wall St. Rank hold KO as of Q3 2022.

Laurel Wealth Planning reported no remaining Coca-Cola position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Planning sold 53 Coca-Cola shares in Q3 2022, an estimated $3K.
Laurel Wealth Planning first reported a position in Coca-Cola in Q2 2022 and held it in 1 quarter.
Laurel Wealth Planning's Coca-Cola position peaked at $3K in Q2 2022.
2,736 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.