Polaris Wealth Advisory Group’s Coca-Cola KO Stock Holding History

Polaris Wealth Advisory Group’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	$378K	Buy	+6,756	New	+$405K	0.03%	138
2023 Q2	–	Sell	-6,756	Closed	-$419K	–	174
2023 Q1	$419K	Sell	6,756 -102,896	-94%	-$6.23M	0.03%	137
2022 Q4	$6.8M	Sell	109,652 -23,715	-18%	-$1.43M	0.51%	64
2022 Q3	$7.25M	Buy	133,367 +50,792	+62%	+$3.16M	0.6%	51
2022 Q2	$5.2M	Buy	82,575 +75,849	+1,128%	+$4.81M	0.42%	58
2022 Q1	$427K	Sell	6,726 -200	-3%	-$12.2K	0.03%	123
2021 Q4	$410K	Buy	6,926 +423	+7%	+$23.6K	0.02%	136
2021 Q3	$350K	Hold	6,503	–	–	0.02%	137
2021 Q2	$351K	Buy	6,503 +900	+16%	+$49K	0.02%	134
2021 Q1	$298K	Buy	5,603 +499	+10%	+$25.1K	0.02%	145
2020 Q4	$261K	Sell	5,104 -5,071	-50%	-$262K	0.02%	160
2020 Q3	$502K	Buy	10,175 +3,213	+46%	+$155K	0.05%	109
2020 Q2	$312K	Sell	6,962 -200	-3%	-$9.21K	0.02%	118
2020 Q1	$317K	Buy	7,162 +983	+16%	+$53.1K	0.03%	100
2019 Q4	$351K	Sell	6,179 -471	-7%	-$25.3K	0.02%	123
2019 Q3	$353K	Sell	6,650 -504	-7%	-$27K	0.03%	125
2019 Q2	$369K	Buy	7,154 +1,500	+27%	+$73.5K	0.03%	116
2019 Q1	$264K	Hold	5,654	–	–	0.02%	138
2018 Q4	$268K	Buy	5,654 +4,035	+249%	+$193K	0.03%	126
2018 Q3	$75K	Buy	+1,619	New	+$74K	0.01%	219
2018 Q2	–	Sell	-1,454	Closed	-$63K	–	343
2018 Q1	$63K	Buy	+1,454	New	+$65.3K	0.01%	205

Other funds holding KO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Polaris Wealth Advisory Group's KO Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Coca-Cola (KO) in Q3 2023: 6,756 shares worth $378K. The stake represents 0.03% of the portfolio and ranks #138 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in KO as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in KO in Q1 2018 and has held it in 21 quarters since. The position peaked at $7.25M in Q3 2022. 2,828 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Polaris Wealth Advisory Group held 6,756 shares of Coca-Cola worth $378K as of Q3 2023.
Coca-Cola was a new Polaris Wealth Advisory Group position in Q3 2023.
Coca-Cola made up 0.03% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #138 holding.
Polaris Wealth Advisory Group first reported a position in Coca-Cola in Q1 2018 and has held it in 21 quarters since.
Polaris Wealth Advisory Group's Coca-Cola position peaked at $7.25M in Q3 2022.
2,828 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.