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Vahanian & Associates Financial Planning’s Coca-Cola KO Stock Holding History

Vahanian & Associates Financial Planning’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 		– Sell
-4,362
Closed -$271K – 73
2023
Q1 		$271K Hold
4,362
– – 0.75% 51
2022
Q4 		$277K Hold
4,362
– – 0.91% 41
2022
Q3 		$244K Buy
4,362
+860
+25% +$53.5K 0.84% 40
2022
Q2 		$220K Sell
3,502
-1,319
-27% -$83.6K 0.95% 31
2022
Q1 		$299K Sell
4,821
-3,208
-40% -$195K 0.69% 41
2021
Q4 		$475K Buy
+8,029
New +$447K 0.38% 71

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Vahanian & Associates Financial Planning's KO Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 4,362 shares — an estimated $271K sold.

Vahanian & Associates Financial Planning first reported a position in KO in Q4 2021 and held it in 6 quarters. The position peaked at $475K in Q4 2021. 2,881 funds tracked by Wall St. Rank hold KO as of Q2 2023.

  • Vahanian & Associates Financial Planning reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 4,362 Coca-Cola shares in Q2 2023, an estimated $271K.
  • Vahanian & Associates Financial Planning first reported a position in Coca-Cola in Q4 2021 and held it in 6 quarters.
  • Vahanian & Associates Financial Planning's Coca-Cola position peaked at $475K in Q4 2021.
  • 2,881 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.