Private Wealth Strategies’s Coca-Cola KO Stock Holding History

Private Wealth Strategies’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 Q4	–	Sell	-3,592	Closed	-$201K	–	76
2023 Q3	$201K	Hold	3,592	–	–	0.05%	66
2023 Q2	$216K	Hold	3,592	–	–	0.05%	67
2023 Q1	$223K	Hold	3,592	–	–	0.06%	66
2022 Q4	$228K	Hold	3,592	–	–	0.06%	64
2022 Q3	$201K	Hold	3,592	–	–	0.06%	70
2022 Q2	$226K	Buy	3,592 +1	+0%	+$63	0.06%	68
2022 Q1	$223K	Hold	3,591	–	–	0.06%	73
2021 Q4	$212K	Buy	+3,591	New	+$200K	0.05%	72
2021 Q1	–	Sell	-3,714	Closed	-$204K	–	77
2020 Q4	$204K	Buy	+3,714	New	+$192K	0.06%	71
2020 Q1	–	Sell	-3,706	Closed	-$205K	–	77
2019 Q4	$205K	Buy	+3,706	New	+$199K	0.08%	70

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Private Wealth Strategies's KO Position: Q4 2023 in Review

Private Wealth Strategies sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 3,592 shares — an estimated $201K sold.

Private Wealth Strategies first reported a position in KO in Q4 2019 and held it in 10 quarters. The position peaked at $228K in Q4 2022. 2,990 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Private Wealth Strategies reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
Private Wealth Strategies sold 3,592 Coca-Cola shares in Q4 2023, an estimated $201K.
Private Wealth Strategies first reported a position in Coca-Cola in Q4 2019 and held it in 10 quarters.
Private Wealth Strategies's Coca-Cola position peaked at $228K in Q4 2022.
2,990 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Private Wealth Strategies's 13F filing for Q4 2023, filed 12 Feb 2024.