Sweeney & Michel’s Coca-Cola KO Stock Holding History

Sweeney & Michel’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	–	Sell	-3,397	Closed	-$205K	–	102
2023 Q1	$205K	Buy	+3,397	New	+$206K	0.11%	98

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

Sweeney & Michel's KO Position: Q2 2023 in Review

Sweeney & Michel sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 3,397 shares — an estimated $205K sold.

Sweeney & Michel first reported a position in KO in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 2,880 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Sweeney & Michel reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
Sweeney & Michel sold 3,397 Coca-Cola shares in Q2 2023, an estimated $205K.
Sweeney & Michel first reported a position in Coca-Cola in Q1 2023 and held it in 1 quarter.
Sweeney & Michel's Coca-Cola position peaked at $205K in Q1 2023.
2,880 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Sweeney & Michel's 13F filing for Q2 2023, filed 9 Aug 2023.