Okabena Investment Services’s Coca-Cola KO Stock Holding History

Okabena Investment Services’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 Q2	–	Sell	-50	Closed	-$3.05K	–	194
2023 Q1	$3.05K	Sell	50 -5,200	-99%	-$315K	﹤0.01%	146
2022 Q4	$334K	Hold	5,250	–	–	0.22%	78
2022 Q3	$294K	Buy	5,250 +4,552	+652%	+$283K	0.14%	97
2022 Q2	$44K	Hold	698	–	–	0.02%	139
2022 Q1	$44K	Sell	698 -57	-8%	-$3.47K	0.02%	147
2021 Q4	$45K	Sell	755 -34,107	-98%	-$1.9M	0.02%	157
2021 Q3	$1.83M	Sell	34,862 -510	-1%	-$28.4K	0.96%	28
2021 Q2	$1.91M	Buy	+35,372	New	+$1.92M	0.9%	32

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Okabena Investment Services's KO Position: Q2 2023 in Review

Okabena Investment Services sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 50 shares — an estimated $3.05K sold.

Okabena Investment Services first reported a position in KO in Q2 2021 and held it in 8 quarters. The position peaked at $1.91M in Q2 2021. 2,881 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Okabena Investment Services reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
Okabena Investment Services sold 50 Coca-Cola shares in Q2 2023, an estimated $3.05K.
Okabena Investment Services first reported a position in Coca-Cola in Q2 2021 and held it in 8 quarters.
Okabena Investment Services's Coca-Cola position peaked at $1.91M in Q2 2021.
2,881 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.