Rockwood Wealth Management’s Coca-Cola KO Stock Holding History

Rockwood Wealth Management’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
2022 Q1	–	Sell	-4,209	Closed	-$249K	–	99
2021 Q4	$249K	Buy	+4,209	New	+$234K	0.11%	102

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Rockwood Wealth Management's KO Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 4,209 shares — an estimated $249K sold.

Rockwood Wealth Management first reported a position in KO in Q4 2021 and held it in 1 quarter. The position peaked at $249K in Q4 2021. 2,765 funds tracked by Wall St. Rank hold KO as of Q1 2022.

Rockwood Wealth Management reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
Rockwood Wealth Management sold 4,209 Coca-Cola shares in Q1 2022, an estimated $249K.
Rockwood Wealth Management first reported a position in Coca-Cola in Q4 2021 and held it in 1 quarter.
Rockwood Wealth Management's Coca-Cola position peaked at $249K in Q4 2021.
2,765 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.