V Wealth Advisors’s Coca-Cola KO Stock Holding History

V 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
2021 Q4	–	Sell	-300	Closed	-$16K	–	513
2021 Q3	$16K	Buy	+300	New	+$16.7K	﹤0.01%	538

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

V Wealth Advisors's KO Position: Q3 2023 in Review

V Wealth Advisors sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 15,631 shares — an estimated $941K sold.

V Wealth Advisors first reported a position in KO in Q1 2016 and held it in 30 quarters. The position peaked at $1.43M in Q2 2022. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

V Wealth Advisors reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 15,631 Coca-Cola shares in Q3 2023, an estimated $941K.
V Wealth Advisors first reported a position in Coca-Cola in Q1 2016 and held it in 30 quarters.
V Wealth Advisors's Coca-Cola position peaked at $1.43M in Q2 2022.
2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.