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 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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Parkside Advisors's KO Position: Q2 2023 in Review

Parkside Advisors sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 3,550 shares — an estimated $220K sold.

Parkside Advisors first reported a position in KO in Q4 2018 and held it in 11 quarters. The position peaked at $254K in Q4 2018. 2,883 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Parkside Advisors reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
Parkside Advisors sold 3,550 Coca-Cola shares in Q2 2023, an estimated $220K.
Parkside Advisors first reported a position in Coca-Cola in Q4 2018 and held it in 11 quarters.
Parkside Advisors's Coca-Cola position peaked at $254K in Q4 2018.
2,883 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Parkside Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.