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

Stapp 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
2022 Q4	–	Sell	-150	Closed	-$8K	–	71
2022 Q3	$8K	Buy	+150	New	+$9.32K	0.02%	64

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

Stapp Wealth Management's KO Position: Q4 2022 in Review

Stapp Wealth Management sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 150 shares — an estimated $8K sold.

Stapp Wealth Management first reported a position in KO in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

Stapp Wealth Management reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
Stapp Wealth Management sold 150 Coca-Cola shares in Q4 2022, an estimated $8K.
Stapp Wealth Management first reported a position in Coca-Cola in Q3 2022 and held it in 1 quarter.
Stapp Wealth Management's Coca-Cola position peaked at $8K in Q3 2022.
2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.