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

Nauset 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 Q1	$27K	Buy	+438	New	+$26.6K	0.02%	163

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nauset Wealth Management's KO Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Coca-Cola (KO) in Q1 2022: 438 shares worth $27K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings.

2,764 funds tracked by Wall St. Rank hold KO as of Q1 2022.

Nauset Wealth Management held 438 shares of Coca-Cola worth $27K as of Q1 2022.
Coca-Cola was a new Nauset Wealth Management position in Q1 2022.
Coca-Cola made up 0.02% of Nauset Wealth Management's portfolio in Q1 2022, its #163 holding.
2,764 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.