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Milestone Wealth’s Coca-Cola KO Stock Holding History

Milestone Wealth’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 		$53K Hold
947
– – 0.06% 103
2022
Q2 		$60K Hold
947
– – 0.06% 98
2022
Q1 		$56K Hold
947
– – 0.05% 122
2021
Q4 		$56K Buy
+947
New +$52.7K 0.04% 122

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Milestone Wealth's KO Position: Q3 2022 in Review

Milestone Wealth held its Coca-Cola (KO) position steady in Q3 2022 at 947 shares worth $53K. The position accounts for 0.06% of the portfolio, ranked #103.

Milestone Wealth first reported a position in KO in Q4 2021 and has held it in 4 quarters since. The position peaked at $60K in Q2 2022. 2,738 funds tracked by Wall St. Rank hold KO as of Q3 2022.

  • Milestone Wealth held 947 shares of Coca-Cola worth $53K as of Q3 2022.
  • Milestone Wealth left its Coca-Cola share count unchanged in Q3 2022.
  • Coca-Cola made up 0.06% of Milestone Wealth's portfolio in Q3 2022, its #103 holding.
  • Milestone Wealth first reported a position in Coca-Cola in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Coca-Cola position peaked at $60K in Q2 2022.
  • 2,738 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.