Sutton Wealth Advisors’s Coca-Cola KO Stock Holding History
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 | $802K | 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
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. 2,830 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.
- 2,830 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.