Unique Wealth’s Coca-Cola KO Stock Holding History

Unique Wealth’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	-5,952	Closed	-$358K	–	84
2023 Q2	$358K	Buy	5,952 +31	+0.5%	+$1.93K	0.16%	52
2023 Q1	$367K	Sell	5,921 -62	-1%	-$3.75K	0.18%	35
2022 Q4	$381K	Buy	+5,983	New	+$361K	0.2%	37

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

Unique Wealth's KO Position: Q3 2023 in Review

Unique Wealth sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 5,952 shares — an estimated $358K sold.

Unique Wealth first reported a position in KO in Q4 2022 and held it in 3 quarters. The position peaked at $381K in Q4 2022. 2,828 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Unique Wealth reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
Unique Wealth sold 5,952 Coca-Cola shares in Q3 2023, an estimated $358K.
Unique Wealth first reported a position in Coca-Cola in Q4 2022 and held it in 3 quarters.
Unique Wealth's Coca-Cola position peaked at $381K in Q4 2022.
2,828 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Unique Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.