MSA
KO icon

McAlister Sweet & Associates’s Coca-Cola KO Stock Holding History

McAlister Sweet & Associates’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
Q3 		– Sell
-3,666
Closed -$231K – 29
2022
Q2 		$231K Sell
3,666
-56
-2% -$3.55K 0.23% 32
2022
Q1 		$231K Hold
3,722
– – 0.25% 24
2021
Q4 		$220K Buy
+3,722
New +$207K 0.19% 37

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

McAlister Sweet & Associates's KO Position: Q3 2022 in Review

McAlister Sweet & Associates sold out of Coca-Cola (KO) in Q3 2022, closing a stake of 3,666 shares — an estimated $231K sold.

McAlister Sweet & Associates first reported a position in KO in Q4 2021 and held it in 3 quarters. The position peaked at $231K in Q2 2022. 2,737 funds tracked by Wall St. Rank hold KO as of Q3 2022.

  • McAlister Sweet & Associates reported no remaining Coca-Cola position as of Q3 2022 after selling out during the quarter.
  • McAlister Sweet & Associates sold 3,666 Coca-Cola shares in Q3 2022, an estimated $231K.
  • McAlister Sweet & Associates first reported a position in Coca-Cola in Q4 2021 and held it in 3 quarters.
  • McAlister Sweet & Associates's Coca-Cola position peaked at $231K in Q2 2022.
  • 2,737 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on McAlister Sweet & Associates's 13F filing for Q3 2022, filed 2 Nov 2022.