LWM Advisory Services’s Coca-Cola KO Stock Holding History

LWM Advisory Services’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
2024 Q1	–	Sell	-4,710	Closed	-$278K	–	90
2023 Q4	$278K	Sell	4,710 -346	-7%	-$19.7K	0.24%	66
2023 Q3	$283K	Sell	5,056 -48	-0.9%	-$2.88K	0.3%	56
2023 Q2	$307K	Sell	5,104 -620	-11%	-$38.6K	0.32%	56
2023 Q1	$355K	Hold	5,724	–	–	0.38%	55
2022 Q4	$360K	Sell	5,724 -1,334	-19%	-$80.5K	0.4%	50
2022 Q3	$401K	Buy	7,058 +905	+15%	+$56.2K	0.45%	65
2022 Q2	$388K	Buy	+6,153	New	+$390K	0.47%	67

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LWM Advisory Services's KO Position: Q1 2024 in Review

LWM Advisory Services sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 4,710 shares — an estimated $278K sold.

LWM Advisory Services first reported a position in KO in Q2 2022 and held it in 7 quarters. The position peaked at $401K in Q3 2022. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

LWM Advisory Services reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
LWM Advisory Services sold 4,710 Coca-Cola shares in Q1 2024, an estimated $278K.
LWM Advisory Services first reported a position in Coca-Cola in Q2 2022 and held it in 7 quarters.
LWM Advisory Services's Coca-Cola position peaked at $401K in Q3 2022.
2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on LWM Advisory Services's 13F filing for Q1 2024, filed 9 May 2024.