Sutton Wealth Advisors’s Coca-Cola KO Stock Holding History

Sutton Wealth Advisors’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 Q3	$699K	Buy	12,486 +71	+0.6%	+$4.26K	0.34%	54
2023 Q2	$748K	Sell	12,415 -952	-7%	-$59.2K	0.36%	52
2023 Q1	$829K	Sell	13,367 -8,527	-39%	-$516K	0.44%	41
2022 Q4	$1.39M	Sell	21,894 -848	-4%	-$51.2K	0.53%	33
2022 Q3	$1.27M	Sell	22,742 -178	-0.8%	-$11.1K	0.52%	35
2022 Q2	$1.44M	Sell	22,920 -745	-3%	-$47.2K	0.57%	33
2022 Q1	$1.47M	Buy	23,665 +443	+2%	+$26.9K	0.51%	37
2021 Q4	$1.37M	Sell	23,222 -84	-0.4%	-$4.68K	0.46%	41
2021 Q3	$1.22M	Sell	23,306 -30	-0.1%	-$1.67K	0.45%	41
2021 Q2	$1.26M	Sell	23,336 -138	-0.6%	-$7.51K	0.46%	41
2021 Q1	$1.24M	Buy	23,474 +5	+0%	+$252	0.49%	40
2020 Q4	$1.29M	Buy	23,469 +100	+0.4%	+$5.17K	0.55%	36
2020 Q3	$1.15M	Sell	23,369 -225	-1%	-$10.8K	0.56%	34
2020 Q2	$1.05M	Sell	23,594 -169	-0.7%	-$7.78K	0.55%	36
2020 Q1	$1.05M	Buy	23,763 +266	+1%	+$14.4K	0.66%	29
2019 Q4	$1.3M	Hold	23,497	–	–	0.67%	28
2019 Q3	$1.28M	Hold	23,497	–	–	0.71%	25
2019 Q2	$1.2M	Buy	23,497 +77	+0.3%	+$3.77K	0.69%	28
2019 Q1	$1.1M	Buy	23,420 +58	+0.2%	+$2.71K	0.64%	28
2018 Q4	$1.11M	Buy	23,362 +230	+1%	+$11K	0.71%	24
2018 Q3	$1.07M	Hold	23,132	–	–	0.7%	21
2018 Q2	$1.01M	Buy	23,132 +146	+0.6%	+$6.31K	0.71%	21
2018 Q1	$998K	Buy	22,986 +200	+0.9%	+$8.98K	0.71%	22
2017 Q4	$1.05M	Hold	22,786	–	–	0.77%	19
2017 Q3	$1.03M	Hold	22,786	–	–	0.78%	19
2017 Q2	$1.02M	Buy	22,786 +3,600	+19%	+$159K	0.81%	19
2017 Q1	$814K	Sell	19,186 -170	-0.9%	-$7.09K	0.68%	22
2016 Q4	$803K	Buy	19,356 +55	+0.3%	+$2.29K	0.72%	20
2016 Q3	$817K	Buy	19,301 +1,415	+8%	+$62K	0.75%	19
2016 Q2	$811K	Sell	17,886 -306	-2%	-$13.8K	0.77%	21
2016 Q1	$844K	Buy	+18,192	New	+$792K	0.8%	19

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

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

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

Sutton Wealth Advisors's KO Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Coca-Cola (KO) stake by 0.57% in Q3 2023, buying an estimated $4.26K and bringing the position to 12,486 shares worth $699K. The position accounts for 0.34% of the portfolio, ranked #54.

Sutton Wealth Advisors first reported a position in KO in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.47M in Q1 2022. 2,828 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Sutton Wealth Advisors held 12,486 shares of Coca-Cola worth $699K as of Q3 2023.
Sutton Wealth Advisors bought 71 Coca-Cola shares in Q3 2023, an estimated $4.26K.
Coca-Cola made up 0.34% of Sutton Wealth Advisors's portfolio in Q3 2023, its #54 holding.
Sutton Wealth Advisors first reported a position in Coca-Cola in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Coca-Cola position peaked at $1.47M in Q1 2022.
2,828 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.