Ledge Wealth Management’s Coca-Cola KO Stock Holding History

Ledge Wealth Management’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	$1.14M	Sell	19,362 -1,548	-7%	-$87.9K	0.44%	42
2023 Q3	$1.17M	Buy	20,910 +1,877	+10%	+$113K	0.53%	42
2023 Q2	$1.15M	Sell	19,033 -2,527	-12%	-$157K	0.55%	42
2023 Q1	$1.34M	Buy	21,560 +939	+5%	+$56.9K	0.63%	42
2022 Q4	$1.31M	Buy	20,621 +3,461	+20%	+$209K	0.6%	45
2022 Q3	$961K	Sell	17,160 -2,848	-14%	-$177K	0.59%	43
2022 Q2	$1.26M	Buy	20,008 +4,402	+28%	+$279K	0.77%	41
2022 Q1	$968K	Buy	+15,606	New	+$949K	0.6%	44

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

Ledge Wealth Management's KO Position: Q4 2023 in Review

Ledge Wealth Management reduced its Coca-Cola (KO) stake by 7.4% in Q4 2023, selling an estimated $87.9K and leaving 19,362 shares worth $1.14M. The position accounts for 0.44% of the portfolio, ranked #42.

Ledge Wealth Management first reported a position in KO in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.34M in Q1 2023. 2,989 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Ledge Wealth Management held 19,362 shares of Coca-Cola worth $1.14M as of Q4 2023.
Ledge Wealth Management sold 1,548 Coca-Cola shares in Q4 2023, an estimated $87.9K.
Coca-Cola made up 0.44% of Ledge Wealth Management's portfolio in Q4 2023, its #42 holding.
Ledge Wealth Management first reported a position in Coca-Cola in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's Coca-Cola position peaked at $1.34M in Q1 2023.
2,989 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.