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

NEIRG 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
2023 Q1	–	Sell	-58,105	Closed	-$3.7M	–	150
2022 Q4	$3.7M	Buy	58,105 +6,354	+12%	+$384K	0.69%	43
2022 Q3	$2.9M	Buy	51,751 +10,376	+25%	+$645K	0.58%	48
2022 Q2	$2.6M	Buy	41,375 +20,202	+95%	+$1.28M	0.57%	53
2022 Q1	$1.31M	Buy	21,173 +11,329	+115%	+$689K	0.26%	74
2021 Q4	$583K	Buy	+9,844	New	+$548K	0.11%	77

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

NEIRG Wealth Management's KO Position: Q1 2023 in Review

NEIRG Wealth Management sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 58,105 shares — an estimated $3.7M sold.

NEIRG Wealth Management first reported a position in KO in Q4 2021 and held it in 5 quarters. The position peaked at $3.7M in Q4 2022. 2,872 funds tracked by Wall St. Rank hold KO as of Q1 2023.

NEIRG Wealth Management reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
NEIRG Wealth Management sold 58,105 Coca-Cola shares in Q1 2023, an estimated $3.7M.
NEIRG Wealth Management first reported a position in Coca-Cola in Q4 2021 and held it in 5 quarters.
NEIRG Wealth Management's Coca-Cola position peaked at $3.7M in Q4 2022.
2,872 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on NEIRG Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.