Sargent Bickham Lagudis’s Coca-Cola KO Stock Holding History

Sargent Bickham Lagudis’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 Q4	$3.76M	Buy	59,092 +696	+1%	+$42K	0.31%	71
2022 Q3	$3.27M	Sell	58,396 -445	-0.8%	-$27.7K	0.29%	76
2022 Q2	$3.7M	Buy	58,841 +517	+0.9%	+$32.8K	0.32%	68
2022 Q1	$3.62M	Sell	58,324 -582	-1%	-$35.4K	0.28%	73
2021 Q4	$3.49M	Sell	58,906 -958	-2%	-$53.3K	0.26%	83
2021 Q3	$3.14M	Sell	59,864 -303	-0.5%	-$16.9K	0.26%	87
2021 Q2	$3.26M	Sell	60,167 -18	-0%	-$979	0.27%	78
2021 Q1	$3.17M	Sell	60,185 -1,414	-2%	-$71.2K	0.28%	74
2020 Q4	$3.38M	Buy	61,599 +117	+0.2%	+$6.05K	0.31%	69
2020 Q3	$3.04M	Sell	61,482 -993	-2%	-$47.8K	0.31%	68
2020 Q2	$2.79M	Sell	62,475 -908	-1%	-$41.8K	0.3%	71
2020 Q1	$2.81M	Sell	63,383 -644	-1%	-$34.8K	0.36%	63
2019 Q4	$3.54M	Buy	64,027 +240	+0.4%	+$12.9K	0.39%	58
2019 Q3	$3.47M	Buy	63,787 +63	+0.1%	+$3.37K	0.42%	54
2019 Q2	$3.25M	Buy	63,724 +498	+0.8%	+$24.4K	0.39%	58
2019 Q1	$2.96M	Sell	63,226 -3,202	-5%	-$150K	0.34%	67
2018 Q4	$3.15M	Buy	66,428 +167	+0.3%	+$7.99K	0.41%	61
2018 Q3	$3.06M	Sell	66,261 -41	-0.1%	-$1.87K	0.36%	69
2018 Q2	$2.91M	Sell	66,302 -1,418	-2%	-$61.2K	0.36%	67
2018 Q1	$2.94M	Sell	67,720 -482	-0.7%	-$21.6K	0.37%	63
2017 Q4	$3.13M	Sell	68,202 -1,745	-2%	-$80.2K	0.37%	66
2017 Q3	$3.15M	Buy	69,947 +5,034	+8%	+$229K	0.39%	67
2017 Q2	$2.91M	Sell	64,913 -109	-0.2%	-$4.82K	0.37%	67
2017 Q1	$2.76M	Buy	65,022 +840	+1%	+$35K	0.36%	70
2016 Q4	$2.66M	Sell	64,182 -867	-1%	-$36.1K	0.41%	66
2016 Q3	$2.75K	Buy	65,049 +879	+1%	+$38.5K	0.41%	66
2016 Q2	$2.91M	Buy	64,170 +387	+0.6%	+$17.5K	0.45%	66
2016 Q1	$2.96M	Buy	+63,783	New	+$2.78M	0.48%	62

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sargent Bickham Lagudis's KO Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Coca-Cola (KO) stake by 1.2% in Q4 2022, buying an estimated $42K and bringing the position to 59,092 shares worth $3.76M. The position accounts for 0.31% of the portfolio, ranked #71.

Sargent Bickham Lagudis first reported a position in KO in Q1 2016 and has held it in 28 quarters since. 2,877 funds tracked by Wall St. Rank hold KO as of Q4 2022.

Sargent Bickham Lagudis held 59,092 shares of Coca-Cola worth $3.76M as of Q4 2022.
Sargent Bickham Lagudis bought 696 Coca-Cola shares in Q4 2022, an estimated $42K.
Coca-Cola made up 0.31% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #71 holding.
Sargent Bickham Lagudis first reported a position in Coca-Cola in Q1 2016 and has held it in 28 quarters since.
2,877 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.