Silicon Hills Wealth Management’s Coca-Cola KO Stock Holding History

Silicon Hills 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 Q2	$594K	Hold	9,871	–	–	0.34%	47
2023 Q1	$612K	Hold	9,871	–	–	0.37%	47
2022 Q4	$628K	Sell	9,871 -152	-2%	-$9.18K	0.47%	48
2022 Q3	$561K	Buy	10,023 +150	+2%	+$9.32K	0.45%	48
2022 Q2	$621K	Hold	9,873	–	–	0.45%	48
2022 Q1	$612K	Hold	9,873	–	–	0.39%	59
2021 Q4	$585K	Sell	9,873 -170	-2%	-$9.47K	0.36%	67
2021 Q3	$527K	Hold	10,043	–	–	0.36%	66
2021 Q2	$543K	Hold	10,043	–	–	0.42%	58
2021 Q1	$529K	Hold	10,043	–	–	0.48%	58
2020 Q4	$551K	Hold	10,043	–	–	0.5%	51
2020 Q3	$496K	Hold	10,043	–	–	0.51%	51
2020 Q2	$449K	Hold	10,043	–	–	0.54%	53
2020 Q1	$444K	Buy	10,043 +10,036	+143,371%	+$542K	0.59%	50
2019 Q4	$556	Buy	+7	New	+$376	0.43%	51

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

Silicon Hills Wealth Management's KO Position: Q2 2023 in Review

Silicon Hills Wealth Management held its Coca-Cola (KO) position steady in Q2 2023 at 9,871 shares worth $594K. The position accounts for 0.34% of the portfolio, ranked #47.

Silicon Hills Wealth Management first reported a position in KO in Q4 2019 and has held it in 15 quarters since. The position peaked at $628K in Q4 2022. 2,881 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Silicon Hills Wealth Management held 9,871 shares of Coca-Cola worth $594K as of Q2 2023.
Silicon Hills Wealth Management left its Coca-Cola share count unchanged in Q2 2023.
Coca-Cola made up 0.34% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #47 holding.
Silicon Hills Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 15 quarters since.
Silicon Hills Wealth Management's Coca-Cola position peaked at $628K in Q4 2022.
2,881 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.