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

MBE 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	–	Sell	-3,670	Closed	-$221K	–	88
2023 Q2	$221K	Sell	3,670 -300	-8%	-$18.7K	0.12%	70
2023 Q1	$246K	Sell	3,970 -200	-5%	-$12.1K	0.15%	64
2022 Q4	$265K	Sell	4,170 -104	-2%	-$6.28K	0.17%	55
2022 Q3	$239K	Sell	4,274 -588	-12%	-$36.5K	0.17%	52
2022 Q2	$306K	Sell	4,862 -840	-15%	-$53.2K	0.21%	46
2022 Q1	$354K	Hold	5,702	–	–	0.21%	41
2021 Q4	$338K	Buy	5,702 +65	+1%	+$3.62K	0.17%	40
2021 Q3	$296K	Buy	5,637 +33	+0.6%	+$1.84K	0.15%	42
2021 Q2	$303K	Sell	5,604 -636	-10%	-$34.6K	0.16%	39
2021 Q1	$329K	Buy	6,240 +2,058	+49%	+$104K	0.18%	44
2020 Q4	$229K	Sell	4,182 -548	-12%	-$28.3K	0.15%	46
2020 Q3	$211K	Hold	4,730	–	–	0.18%	45
2020 Q2	$211K	Sell	4,730 -267	-5%	-$12.3K	0.18%	45
2020 Q1	$221K	Buy	4,997 +379	+8%	+$20.5K	0.21%	32
2019 Q4	$255K	Buy	+4,618	New	+$248K	0.26%	30

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

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

MBE Wealth Management sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 3,670 shares — an estimated $221K sold.

MBE Wealth Management first reported a position in KO in Q4 2019 and held it in 15 quarters. The position peaked at $354K in Q1 2022. 2,828 funds tracked by Wall St. Rank hold KO as of Q3 2023.

MBE Wealth Management reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
MBE Wealth Management sold 3,670 Coca-Cola shares in Q3 2023, an estimated $221K.
MBE Wealth Management first reported a position in Coca-Cola in Q4 2019 and held it in 15 quarters.
MBE Wealth Management's Coca-Cola position peaked at $354K in Q1 2022.
2,828 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on MBE Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.