RVW Wealth’s Coca-Cola KO Stock Holding History

RVW Wealth’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	-2,613	Closed	-$146K	–	258
2023 Q3	$146K	Buy	+2,613	New	+$157K	0.02%	154

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

RVW Wealth's KO Position: Q4 2023 in Review

RVW Wealth sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 2,613 shares — an estimated $146K sold.

RVW Wealth first reported a position in KO in Q3 2023 and held it in 1 quarter. The position peaked at $146K in Q3 2023. 2,990 funds tracked by Wall St. Rank hold KO as of Q4 2023.

RVW Wealth reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 2,613 Coca-Cola shares in Q4 2023, an estimated $146K.
RVW Wealth first reported a position in Coca-Cola in Q3 2023 and held it in 1 quarter.
RVW Wealth's Coca-Cola position peaked at $146K in Q3 2023.
2,990 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.