Milestone Investment Advisors’s Coca-Cola KO Stock Holding History

Milestone Investment 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	-6	Closed	-$336	–	284
2023 Q3	$336	Buy	+6	New	+$360	﹤0.01%	436

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Milestone Investment Advisors's KO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 6 shares — an estimated $336 sold.

Milestone Investment Advisors first reported a position in KO in Q3 2023 and held it in 1 quarter. The position peaked at $336 in Q3 2023. 2,990 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Milestone Investment Advisors reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
Milestone Investment Advisors sold 6 Coca-Cola shares in Q4 2023, an estimated $336.
Milestone Investment Advisors first reported a position in Coca-Cola in Q3 2023 and held it in 1 quarter.
Milestone Investment Advisors's Coca-Cola position peaked at $336 in Q3 2023.
2,990 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.