Madison Wealth Management’s Coca-Cola KO Stock Holding History

Madison Wealth Management’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 Q3	$225K	Hold	4,027	–	–	0.05%	143
2023 Q2	$243K	Hold	4,027	–	–	0.05%	145
2023 Q1	$250K	Hold	4,027	–	–	0.05%	145
2022 Q4	$256K	Sell	4,027 -279	-6%	-$16.8K	0.06%	141
2022 Q3	$241K	Sell	4,306 -259	-6%	-$16.1K	0.06%	144
2022 Q2	$287K	Sell	4,565 -255	-5%	-$16.2K	0.07%	136
2022 Q1	$299K	Buy	4,820 +18	+0.4%	+$1.09K	0.06%	139
2021 Q4	$284K	Buy	4,802 +750	+19%	+$41.8K	0.06%	134
2021 Q3	$213K	Buy	+4,052	New	+$226K	0.05%	145
2021 Q1	–	Sell	-5,458	Closed	-$299K	–	145
2020 Q4	$299K	Sell	5,458 -50	-0.9%	-$2.58K	0.08%	123
2020 Q3	$272K	Sell	5,508 -449	-8%	-$21.6K	0.08%	122
2020 Q2	$266K	Sell	5,957 -266	-4%	-$12.3K	0.09%	105
2020 Q1	$275K	Sell	6,223 -377	-6%	-$20.4K	0.11%	98
2019 Q4	$365K	Buy	+6,600	New	+$355K	0.1%	109

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

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

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

Norges Bank Oslo, Norway $935B AUM

Madison Wealth Management's KO Position: Q3 2023 in Review

Madison Wealth Management held its Coca-Cola (KO) position steady in Q3 2023 at 4,027 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #143.

Madison Wealth Management first reported a position in KO in Q4 2019 and has held it in 14 quarters since. The position peaked at $365K in Q4 2019. 2,828 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Madison Wealth Management held 4,027 shares of Coca-Cola worth $225K as of Q3 2023.
Madison Wealth Management left its Coca-Cola share count unchanged in Q3 2023.
Coca-Cola made up 0.05% of Madison Wealth Management's portfolio in Q3 2023, its #143 holding.
Madison Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 14 quarters since.
Madison Wealth Management's Coca-Cola position peaked at $365K in Q4 2019.
2,828 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.