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Peninsula Wealth’s Coca-Cola KO Stock Holding History

Peninsula Wealth’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
Q3 		– Sell
-3,659
Closed -$220K – 84
2023
Q2 		$220K Buy
3,659
+137
+4% +$8.52K 0.06% 72
2023
Q1 		$218K Buy
3,522
+371
+12% +$22.5K 0.06% 71
2022
Q4 		$200K Buy
+3,151
New +$190K 0.06% 74
2022
Q3 		– Sell
-3,360
Closed -$211K – 72
2022
Q2 		$211K Buy
+3,360
New +$213K 0.07% 64

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Peninsula Wealth's KO Position: Q3 2023 in Review

Peninsula Wealth sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 3,659 shares — an estimated $220K sold.

Peninsula Wealth first reported a position in KO in Q2 2022 and held it in 4 quarters. The position peaked at $220K in Q2 2023. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

  • Peninsula Wealth reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
  • Peninsula Wealth sold 3,659 Coca-Cola shares in Q3 2023, an estimated $220K.
  • Peninsula Wealth first reported a position in Coca-Cola in Q2 2022 and held it in 4 quarters.
  • Peninsula Wealth's Coca-Cola position peaked at $220K in Q2 2023.
  • 2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Peninsula Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.