Ten Capital Wealth Advisors’s Coca-Cola KO Stock Holding History

Ten Capital 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 Q2	$460K	Buy	7,584 +4,000	+112%	+$249K	0.13%	63
2023 Q1	$222K	Buy	3,584 +162	+5%	+$9.81K	0.07%	102
2022 Q4	$218K	Sell	3,422 -352	-9%	-$21.3K	0.09%	81
2022 Q3	$211K	Buy	3,774 +315	+9%	+$19.6K	0.1%	74
2022 Q2	$218K	Hold	3,459	–	–	0.09%	73
2022 Q1	$214K	Buy	3,459 +2,625	+315%	+$160K	0.09%	75
2021 Q4	$49K	Sell	834 -265	-24%	-$14.8K	0.02%	134
2021 Q3	$58K	Buy	1,099 +813	+284%	+$45.3K	0.03%	123
2021 Q2	$15K	Buy	286 +184	+180%	+$10K	﹤0.01%	272
2021 Q1	$5K	Hold	102	–	–	﹤0.01%	299
2020 Q4	$6K	Buy	+102	New	+$5.27K	﹤0.01%	290

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

Ten Capital Wealth Advisors's KO Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Coca-Cola (KO) stake by 112% in Q2 2023, buying an estimated $249K and bringing the position to 7,584 shares worth $460K. The position accounts for 0.13% of the portfolio, ranked #63.

Ten Capital Wealth Advisors first reported a position in KO in Q4 2020 and has held it in 11 quarters since. 2,881 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Ten Capital Wealth Advisors held 7,584 shares of Coca-Cola worth $460K as of Q2 2023.
Ten Capital Wealth Advisors bought 4,000 Coca-Cola shares in Q2 2023, an estimated $249K.
Coca-Cola made up 0.13% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #63 holding.
Ten Capital Wealth Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 11 quarters since.
2,881 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.