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Leo Brokerage’s Coca-Cola KO Stock Holding History

Leo Brokerage’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
Q2 		$1.26M Buy
20,985
+4,981
+31% +$310K 0.14% 107
2023
Q1 		$993K Buy
+16,004
New +$969K 0.15% 123
2022
Q2 		$495K Sell
7,874
-1,755
-18% -$111K 0.13% 98
2022
Q1 		$597K Buy
+9,629
New +$586K 0.1% 135
2021
Q3 		$478K Sell
9,103
-129
-1% -$7.19K 0.09% 111
2021
Q2 		$500K Buy
9,232
+17
+0.2% +$925 0.1% 107
2021
Q1 		$486K Sell
9,215
-156
-2% -$7.85K 0.14% 98
2020
Q4 		$514K Buy
9,371
+922
+11% +$47.7K 0.17% 84
2020
Q3 		$378K Buy
+8,449
New +$406K 0.16% 79

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Leo Brokerage's KO Position: Q2 2023 in Review

Leo Brokerage increased its Coca-Cola (KO) stake by 31% in Q2 2023, buying an estimated $310K and bringing the position to 20,985 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #107.

Leo Brokerage first reported a position in KO in Q3 2020 and has held it in 9 quarters since. 2,883 funds tracked by Wall St. Rank hold KO as of Q2 2023.

  • Leo Brokerage held 20,985 shares of Coca-Cola worth $1.26M as of Q2 2023.
  • Leo Brokerage bought 4,981 Coca-Cola shares in Q2 2023, an estimated $310K.
  • Coca-Cola made up 0.14% of Leo Brokerage's portfolio in Q2 2023, its #107 holding.
  • Leo Brokerage first reported a position in Coca-Cola in Q3 2020 and has held it in 9 quarters since.
  • 2,883 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.