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

SFG 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
2023 Q4	–	Sell	-4,214	Closed	-$236K	–	95
2023 Q3	$236K	Buy	4,214 +1	+0%	+$60	0.19%	81
2023 Q2	$254K	Buy	4,213 +1	+0%	+$62	0.21%	78
2023 Q1	$261K	Buy	+4,212	New	+$255K	0.29%	61

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

SFG Wealth Management's KO Position: Q4 2023 in Review

SFG Wealth Management sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 4,214 shares — an estimated $236K sold.

SFG Wealth Management first reported a position in KO in Q1 2023 and held it in 3 quarters. The position peaked at $261K in Q1 2023. 2,990 funds tracked by Wall St. Rank hold KO as of Q4 2023.

SFG Wealth Management reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
SFG Wealth Management sold 4,214 Coca-Cola shares in Q4 2023, an estimated $236K.
SFG Wealth Management first reported a position in Coca-Cola in Q1 2023 and held it in 3 quarters.
SFG Wealth Management's Coca-Cola position peaked at $261K in Q1 2023.
2,990 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on SFG Wealth Management's 13F filing for Q4 2023, filed 19 Jan 2024.