Primoris Wealth Advisors’s Coca-Cola KO Stock Holding History

Primoris Wealth 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 Q1	–	Sell	-3,238	Closed	-$206K	–	72
2022 Q4	$206K	Buy	+3,238	New	+$195K	0.32%	55

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primoris Wealth Advisors's KO Position: Q1 2023 in Review

Primoris Wealth Advisors sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 3,238 shares — an estimated $206K sold.

Primoris Wealth Advisors first reported a position in KO in Q4 2022 and held it in 1 quarter. The position peaked at $206K in Q4 2022. 2,871 funds tracked by Wall St. Rank hold KO as of Q1 2023.

Primoris Wealth Advisors reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
Primoris Wealth Advisors sold 3,238 Coca-Cola shares in Q1 2023, an estimated $206K.
Primoris Wealth Advisors first reported a position in Coca-Cola in Q4 2022 and held it in 1 quarter.
Primoris Wealth Advisors's Coca-Cola position peaked at $206K in Q4 2022.
2,871 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Primoris Wealth Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.