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Riverpoint Wealth Management Holdings’s Coca-Cola KO Stock Holding History

Riverpoint Wealth Management Holdings’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
-323
Closed -$20.6K – 84
2022
Q4 		$20.6K Buy
+323
New +$19.5K 0.01% 82

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Riverpoint Wealth Management Holdings's KO Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 323 shares — an estimated $20.6K sold.

Riverpoint Wealth Management Holdings first reported a position in KO in Q4 2022 and held it in 1 quarter. The position peaked at $20.6K in Q4 2022. 2,872 funds tracked by Wall St. Rank hold KO as of Q1 2023.

  • Riverpoint Wealth Management Holdings reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 323 Coca-Cola shares in Q1 2023, an estimated $20.6K.
  • Riverpoint Wealth Management Holdings first reported a position in Coca-Cola in Q4 2022 and held it in 1 quarter.
  • Riverpoint Wealth Management Holdings's Coca-Cola position peaked at $20.6K in Q4 2022.
  • 2,872 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.