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Planning Directions’s Coca-Cola KO Stock Holding History

Planning Directions’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
2022
Q4 		– Sell
-3,885
Closed -$218K – 74
2022
Q3 		$218K Buy
3,885
+117
+3% +$7.27K 0.18% 63
2022
Q2 		$237K Buy
3,768
+18
+0.5% +$1.14K 0.18% 61
2022
Q1 		$232K Sell
3,750
-13
-0.3% -$791 0.16% 67
2021
Q4 		$223K Buy
+3,763
New +$210K 0.15% 75
2021
Q3 		– Sell
-3,705
Closed -$201K – 73
2021
Q2 		$201K Buy
+3,705
New +$202K 0.15% 69

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Planning Directions's KO Position: Q4 2022 in Review

Planning Directions sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 3,885 shares — an estimated $218K sold.

Planning Directions first reported a position in KO in Q2 2021 and held it in 5 quarters. The position peaked at $237K in Q2 2022. 2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

  • Planning Directions reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
  • Planning Directions sold 3,885 Coca-Cola shares in Q4 2022, an estimated $218K.
  • Planning Directions first reported a position in Coca-Cola in Q2 2021 and held it in 5 quarters.
  • Planning Directions's Coca-Cola position peaked at $237K in Q2 2022.
  • 2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Planning Directions's 13F filing for Q4 2022, filed 8 Feb 2023.