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

Minot 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
2022 Q2	$552K	Buy	8,775 +153	+2%	+$9.7K	0.14%	109
2022 Q1	$535K	Buy	8,622 +493	+6%	+$30K	0.12%	123
2021 Q4	$481K	Buy	8,129 +262	+3%	+$14.6K	0.09%	133
2021 Q3	$413K	Buy	7,867 +3,296	+72%	+$184K	0.09%	139
2021 Q2	$251K	Sell	4,571 -289	-6%	-$15.7K	0.05%	171
2021 Q1	$256K	Sell	4,860 -573	-11%	-$28.8K	0.07%	154
2020 Q4	$298K	Sell	5,433 -450	-8%	-$23.3K	0.09%	124
2020 Q3	$290K	Sell	5,883 -20,303	-78%	-$976K	0.11%	115
2020 Q2	$1.17M	Sell	26,186 -3,422	-12%	-$158K	0.58%	60
2020 Q1	$1.31M	Buy	29,608 +3,367	+13%	+$182K	0.94%	39
2019 Q4	$1.51M	Buy	+26,241	New	+$1.41M	0.69%	47

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Minot Wealth Management's KO Position: Q2 2022 in Review

Minot Wealth Management increased its Coca-Cola (KO) stake by 1.8% in Q2 2022, buying an estimated $9.7K and bringing the position to 8,775 shares worth $552K. The position accounts for 0.14% of the portfolio, ranked #109.

Minot Wealth Management first reported a position in KO in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.51M in Q4 2019. 2,774 funds tracked by Wall St. Rank hold KO as of Q2 2022.

Minot Wealth Management held 8,775 shares of Coca-Cola worth $552K as of Q2 2022.
Minot Wealth Management bought 153 Coca-Cola shares in Q2 2022, an estimated $9.7K.
Coca-Cola made up 0.14% of Minot Wealth Management's portfolio in Q2 2022, its #109 holding.
Minot Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Coca-Cola position peaked at $1.51M in Q4 2019.
2,774 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.