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TD Ameritrade Investment Management’s Coca-Cola KO Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-964
Closed -$58K – 272
2023
Q2 		$58K Sell
964
-132
-12% -$8.21K ﹤0.01% 247
2023
Q1 		$68K Buy
1,096
+18
+2% +$1.09K ﹤0.01% 243
2022
Q4 		$69K Sell
1,078
-6,398
-86% -$386K ﹤0.01% 253
2022
Q3 		$419K Sell
7,476
-1,543
-17% -$95.9K ﹤0.01% 152
2022
Q2 		$567K Sell
9,019
-4,992
-36% -$316K 0.01% 148
2022
Q1 		$869K Buy
14,011
+888
+7% +$54K 0.01% 145
2021
Q4 		$777K Sell
13,123
-465
-3% -$25.9K 0.01% 145
2021
Q3 		$671K Buy
13,588
+1,655
+14% +$92.3K 0.01% 136
2021
Q2 		$646K Buy
11,933
+458
+4% +$24.9K ﹤0.01% 147
2021
Q1 		$629K Hold
11,475
– – ﹤0.01% 136
2020
Q4 		$629K Sell
11,475
-2,113
-16% -$109K ﹤0.01% 136
2020
Q3 		$671K Sell
13,588
-472
-3% -$22.7K 0.01% 136
2020
Q2 		$628K Sell
14,060
-1,927
-12% -$88.8K 0.01% 144
2020
Q1 		$707K Sell
15,987
-1,875
-10% -$101K 0.01% 137
2019
Q4 		$989K Buy
17,862
+1,712
+11% +$92K 0.01% 129
2019
Q3 		$879K Buy
16,150
+6,867
+74% +$368K 0.01% 131
2019
Q2 		$473K Buy
9,283
+9,118
+5,526% +$447K ﹤0.01% 156
2019
Q1 		$8K Sell
165
-306
-65% -$14.3K ﹤0.01% 380
2018
Q4 		$22K Buy
471
+100
+27% +$4.79K ﹤0.01% 292
2018
Q3 		$17K Buy
371
+212
+133% +$9.69K ﹤0.01% 292
2018
Q2 		$7K Buy
+159
New +$6.87K ﹤0.01% 245

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TD Ameritrade Investment Management's KO Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 964 shares — an estimated $58K sold.

TD Ameritrade Investment Management first reported a position in KO in Q2 2018 and held it in 21 quarters. The position peaked at $989K in Q4 2019. 2,828 funds tracked by Wall St. Rank hold KO as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 964 Coca-Cola shares in Q3 2023, an estimated $58K.
  • TD Ameritrade Investment Management first reported a position in Coca-Cola in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Coca-Cola position peaked at $989K in Q4 2019.
  • 2,828 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.