TRUADVICE’s Coca-Cola KO Stock Holding History

TRUADVICE’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	$399K	Sell	7,031 -981	-12%	-$58.8K	0.16%	152
2023 Q2	$488K	Sell	8,012 -156	-2%	-$9.71K	0.18%	135
2023 Q1	$524K	Buy	8,168 +3,892	+91%	+$236K	0.21%	119
2022 Q4	$264K	Buy	+4,276	New	+$258K	0.14%	139
2021 Q3	–	Sell	-8,559	Closed	-$490K	–	216
2021 Q2	$490K	Buy	8,559 +3,584	+72%	+$195K	0.11%	172
2021 Q1	$270K	Buy	4,975 +335	+7%	+$16.9K	0.08%	217
2020 Q4	$225K	Sell	4,640 -405	-8%	-$20.9K	0.07%	260
2020 Q3	$250K	Buy	+5,045	New	+$243K	0.1%	172

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

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

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

TRUADVICE's KO Position: Q3 2023 in Review

TRUADVICE reduced its Coca-Cola (KO) stake by 12% in Q3 2023, selling an estimated $58.8K and leaving 7,031 shares worth $399K. The position accounts for 0.16% of the portfolio, ranked #152.

TRUADVICE first reported a position in KO in Q3 2020 and has held it in 8 quarters since. The position peaked at $524K in Q1 2023. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

TRUADVICE held 7,031 shares of Coca-Cola worth $399K as of Q3 2023.
TRUADVICE sold 981 Coca-Cola shares in Q3 2023, an estimated $58.8K.
Coca-Cola made up 0.16% of TRUADVICE's portfolio in Q3 2023, its #152 holding.
TRUADVICE first reported a position in Coca-Cola in Q3 2020 and has held it in 8 quarters since.
TRUADVICE's Coca-Cola position peaked at $524K in Q1 2023.
2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.