LGL Partners’s Coca-Cola KO Stock Holding History

LGL Partners’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	–	Sell	-5,612	Closed	-$314K	–	124
2022 Q3	$314K	Buy	+5,612	New	+$349K	0.07%	91

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

LGL Partners's KO Position: Q4 2022 in Review

LGL Partners sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 5,612 shares — an estimated $314K sold.

LGL Partners first reported a position in KO in Q3 2022 and held it in 1 quarter. The position peaked at $314K in Q3 2022. 2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

LGL Partners reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 5,612 Coca-Cola shares in Q4 2022, an estimated $314K.
LGL Partners first reported a position in Coca-Cola in Q3 2022 and held it in 1 quarter.
LGL Partners's Coca-Cola position peaked at $314K in Q3 2022.
2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.