Parkside Advisors’s Coca-Cola KO Stock Holding History

Parkside Advisors’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	-3,550	Closed	-$220K	–	76
2023 Q1	$220K	Hold	3,550	–	–	0.07%	74
2022 Q4	$226K	Hold	3,550	–	–	0.08%	77
2022 Q3	$200K	Sell	3,550 -28	-0.8%	-$1.74K	0.08%	60
2022 Q2	$227K	Buy	3,578 +28	+0.8%	+$1.77K	0.08%	60
2022 Q1	$222K	Hold	3,550	–	–	0.07%	67
2021 Q4	$210K	Buy	+3,550	New	+$198K	0.06%	71
2021 Q2	–	Sell	-3,950	Closed	-$210K	–	71
2021 Q1	$210K	Buy	3,950 +205	+5%	+$10.3K	0.07%	66
2020 Q4	$205K	Buy	+3,745	New	+$194K	0.08%	69
2020 Q1	–	Sell	-3,665	Closed	-$203K	–	69
2019 Q4	$203K	Hold	3,665	–	–	0.09%	70
2019 Q3	$201K	Buy	+3,665	New	+$196K	0.11%	61
2019 Q1	–	Sell	-5,365	Closed	-$254K	–	59
2018 Q4	$254K	Buy	+5,365	New	+$257K	0.16%	49

Other funds holding KO

Berkshire Hathaway

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

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

JP Morgan Chase

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

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