Lineweaver Wealth Advisors’s Coca-Cola KO Stock Holding History

Lineweaver Wealth 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
2023 Q4	–	Sell	-10,657	Closed	-$597K	–	139
2023 Q3	$597K	Sell	10,657 -4,468	-30%	-$268K	0.17%	86
2023 Q2	$911K	Sell	15,125 -8,109	-35%	-$504K	0.26%	66
2023 Q1	$1.44M	Buy	23,234 +254	+1%	+$15.4K	0.44%	51
2022 Q4	$1.46M	Buy	22,980 +10,007	+77%	+$604K	0.44%	47
2022 Q3	$728K	Buy	12,973 +1,792	+16%	+$111K	0.24%	72
2022 Q2	$703K	Buy	11,181 +2,221	+25%	+$141K	0.23%	72
2022 Q1	$555K	Buy	8,960 +978	+12%	+$59.5K	0.16%	88
2021 Q4	$472K	Buy	7,982 +1,984	+33%	+$110K	0.14%	87
2021 Q3	$314K	Buy	5,998 +900	+18%	+$50.2K	0.1%	108
2021 Q2	$275K	Buy	+5,098	New	+$277K	0.09%	106

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lineweaver Wealth Advisors's KO Position: Q4 2023 in Review

Lineweaver Wealth Advisors sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 10,657 shares — an estimated $597K sold.

Lineweaver Wealth Advisors first reported a position in KO in Q2 2021 and held it in 10 quarters. The position peaked at $1.46M in Q4 2022. 2,994 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Lineweaver Wealth Advisors reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
Lineweaver Wealth Advisors sold 10,657 Coca-Cola shares in Q4 2023, an estimated $597K.
Lineweaver Wealth Advisors first reported a position in Coca-Cola in Q2 2021 and held it in 10 quarters.
Lineweaver Wealth Advisors's Coca-Cola position peaked at $1.46M in Q4 2022.
2,994 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.