Titus Wealth Management’s Coca-Cola KO Stock Holding History

Titus Wealth 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
2022 Q2	$349K	Buy	5,548 +131	+2%	+$8.3K	0.17%	95
2022 Q1	$336K	Hold	5,417	–	–	0.15%	109
2021 Q4	$321K	Buy	5,417 +280	+5%	+$15.6K	0.14%	112
2021 Q3	$269K	Buy	5,137 +45	+0.9%	+$2.51K	0.14%	122
2021 Q2	$276K	Sell	5,092 -100	-2%	-$5.44K	0.15%	115
2021 Q1	$274K	Hold	5,192	–	–	0.16%	105
2020 Q4	$285K	Sell	5,192 -349	-6%	-$18K	0.18%	96
2020 Q3	$274K	Buy	5,541 +1	+0%	+$48	0.2%	91
2020 Q2	$248K	Sell	5,540 -150	-3%	-$6.91K	0.2%	90
2020 Q1	$252K	Buy	5,690 +150	+3%	+$8.1K	0.24%	74
2019 Q4	$307K	Buy	5,540 +533	+11%	+$28.7K	0.31%	71
2019 Q3	$273K	Buy	5,007 +351	+8%	+$18.8K	0.25%	76
2019 Q2	$237K	Sell	4,656 -2,739	-37%	-$134K	0.23%	78
2019 Q1	$347	Sell	7,395 -138	-2%	-$6.45K	0.31%	64
2018 Q4	$356	Buy	7,533 +9	+0.1%	+$431	0.3%	57
2018 Q3	$348K	Buy	7,524 +269	+4%	+$12.3K	0.3%	60
2018 Q2	$318K	Sell	7,255 -300	-4%	-$13K	0.34%	55
2018 Q1	$328K	Buy	7,555 +850	+13%	+$38.2K	0.32%	50
2017 Q4	$308K	Buy	+6,705	New	+$308K	0.35%	47

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Titus Wealth Management's KO Position: Q2 2022 in Review

Titus Wealth Management increased its Coca-Cola (KO) stake by 2.4% in Q2 2022, buying an estimated $8.3K and bringing the position to 5,548 shares worth $349K. The position accounts for 0.17% of the portfolio, ranked #95.

Titus Wealth Management first reported a position in KO in Q4 2017 and has held it in 19 quarters since. 2,773 funds tracked by Wall St. Rank hold KO as of Q2 2022.

Titus Wealth Management held 5,548 shares of Coca-Cola worth $349K as of Q2 2022.
Titus Wealth Management bought 131 Coca-Cola shares in Q2 2022, an estimated $8.3K.
Coca-Cola made up 0.17% of Titus Wealth Management's portfolio in Q2 2022, its #95 holding.
Titus Wealth Management first reported a position in Coca-Cola in Q4 2017 and has held it in 19 quarters since.
2,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.