Level Financial Advisors’s Coca-Cola KO Stock Holding History

Level Financial Advisors’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	-89	Closed	-$6K	–	290
2022 Q2	$6K	Buy	+89	New	+$5.64K	﹤0.01%	205

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

Level Financial Advisors's KO Position: Q3 2022 in Review

Level Financial Advisors sold out of Coca-Cola (KO) in Q3 2022, closing a stake of 89 shares — an estimated $6K sold.

Level Financial Advisors first reported a position in KO in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 2,736 funds tracked by Wall St. Rank hold KO as of Q3 2022.

Level Financial Advisors reported no remaining Coca-Cola position as of Q3 2022 after selling out during the quarter.
Level Financial Advisors sold 89 Coca-Cola shares in Q3 2022, an estimated $6K.
Level Financial Advisors first reported a position in Coca-Cola in Q2 2022 and held it in 1 quarter.
Level Financial Advisors's Coca-Cola position peaked at $6K in Q2 2022.
2,736 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.