Royal Harbor Partners’s Coca-Cola KO Stock Holding History

Royal Harbor Partners’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 Q2	–	Sell	-3,491	Closed	-$217K	–	77
2023 Q1	$217K	Hold	3,491	–	–	0.12%	73
2022 Q4	$222K	Buy	+3,491	New	+$211K	0.14%	66
2022 Q3	–	Sell	-3,491	Closed	-$220K	–	78
2022 Q2	$220K	Hold	3,491	–	–	0.15%	61
2022 Q1	$216K	Hold	3,491	–	–	0.14%	76
2021 Q4	$207K	Buy	+3,491	New	+$194K	0.13%	78
2021 Q1	–	Sell	-23,865	Closed	-$1.31M	–	79
2020 Q4	$1.31M	Buy	23,865 +5,435	+29%	+$281K	1.09%	20
2020 Q3	$910K	Sell	18,430 -13,766	-43%	-$662K	0.85%	24
2020 Q2	$1.44M	Buy	32,196 +1,340	+4%	+$61.7K	1.42%	17
2020 Q1	$1.36M	Buy	+30,856	New	+$1.67M	1.58%	16

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Harbor Partners's KO Position: Q2 2023 in Review

Royal Harbor Partners sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 3,491 shares — an estimated $217K sold.

Royal Harbor Partners first reported a position in KO in Q1 2020 and held it in 9 quarters. The position peaked at $1.44M in Q2 2020. 2,880 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Royal Harbor Partners reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
Royal Harbor Partners sold 3,491 Coca-Cola shares in Q2 2023, an estimated $217K.
Royal Harbor Partners first reported a position in Coca-Cola in Q1 2020 and held it in 9 quarters.
Royal Harbor Partners's Coca-Cola position peaked at $1.44M in Q2 2020.
2,880 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Royal Harbor Partners's 13F filing for Q2 2023, filed 24 Jul 2023.