Standard Family Office’s Coca-Cola KO Stock Holding History

Standard Family Office’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	–	Sell	-132	Closed	-$7K	–	239
2022 Q3	$7K	Buy	+132	New	+$8.2K	﹤0.01%	282
2021 Q3	–	Sell	-146	Closed	-$8K	–	312
2021 Q2	$8K	Sell	146 -2,027	-93%	-$110K	﹤0.01%	259
2021 Q1	$115K	Sell	2,173 -2	-0.1%	-$101	0.03%	182
2020 Q4	$119K	Buy	+2,175	New	+$112K	0.03%	172

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

Standard Family Office's KO Position: Q4 2022 in Review

Standard Family Office sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 132 shares — an estimated $7K sold.

Standard Family Office first reported a position in KO in Q4 2020 and held it in 4 quarters. The position peaked at $119K in Q4 2020. 2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

Standard Family Office reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 132 Coca-Cola shares in Q4 2022, an estimated $7K.
Standard Family Office first reported a position in Coca-Cola in Q4 2020 and held it in 4 quarters.
Standard Family Office's Coca-Cola position peaked at $119K in Q4 2020.
2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.