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Platt Investment Counsel’s Coca-Cola KO Stock Holding History

Platt Investment Counsel’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
Q1 		– Sell
-3,535
Closed -$225K – 10
2022
Q4 		$225K Sell
3,535
-378
-10% -$22.8K 0.32% 8
2022
Q3 		$219K Hold
3,913
– – 0.32% 12
2022
Q2 		$246K Hold
3,913
– – 0.33% 11
2022
Q1 		$243K Buy
3,913
+35
+0.9% +$2.13K 0.23% 13
2021
Q4 		$230K Hold
3,878
– – 0.2% 14
2021
Q3 		$203K Hold
3,878
– – 0.18% 16
2021
Q2 		$210K Hold
3,878
– – 0.18% 16
2021
Q1 		$204K Sell
3,878
-392
-9% -$19.7K 0.18% 15
2020
Q4 		$234K Buy
+4,270
New +$221K 0.22% 14

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Platt Investment Counsel's KO Position: Q1 2023 in Review

Platt Investment Counsel sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 3,535 shares — an estimated $225K sold.

Platt Investment Counsel first reported a position in KO in Q4 2020 and held it in 9 quarters. The position peaked at $246K in Q2 2022. 2,873 funds tracked by Wall St. Rank hold KO as of Q1 2023.

  • Platt Investment Counsel reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
  • Platt Investment Counsel sold 3,535 Coca-Cola shares in Q1 2023, an estimated $225K.
  • Platt Investment Counsel first reported a position in Coca-Cola in Q4 2020 and held it in 9 quarters.
  • Platt Investment Counsel's Coca-Cola position peaked at $246K in Q2 2022.
  • 2,873 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Platt Investment Counsel's 13F filing for Q1 2023, filed 6 Apr 2023.