Resource Consulting Group’s Coca-Cola KO Stock Holding History

Resource Consulting 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 Q4	$214K	Buy	+3,634	New	+$206K	0.04%	65
2023 Q3	–	Sell	-3,634	Closed	-$219K	–	62
2023 Q2	$219K	Buy	+3,634	New	+$226K	0.04%	65
2023 Q1	–	Sell	-3,284	Closed	-$209K	–	37
2022 Q4	$209K	Sell	3,284 -820	-20%	-$49.5K	0.05%	35
2022 Q3	$230K	Buy	4,104 +600	+17%	+$37.3K	0.07%	42
2022 Q2	$220K	Sell	3,504 -1,000	-22%	-$63.4K	0.09%	58
2022 Q1	$279K	Buy	+4,504	New	+$274K	0.1%	67

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

Resource Consulting Group's KO Position: Q4 2023 in Review

Resource Consulting Group opened a new position in Coca-Cola (KO) in Q4 2023: 3,634 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #65 among its holdings. This is a return to the name: Resource Consulting Group previously reported a position in KO as recently as Q2 2023.

Resource Consulting Group first reported a position in KO in Q1 2022 and has held it in 6 quarters since. The position peaked at $279K in Q1 2022. 2,989 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Resource Consulting Group held 3,634 shares of Coca-Cola worth $214K as of Q4 2023.
Coca-Cola was a new Resource Consulting Group position in Q4 2023.
Coca-Cola made up 0.04% of Resource Consulting Group's portfolio in Q4 2023, its #65 holding.
Resource Consulting Group first reported a position in Coca-Cola in Q1 2022 and has held it in 6 quarters since.
Resource Consulting Group's Coca-Cola position peaked at $279K in Q1 2022.
2,989 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.