WE
KO icon

Wealth Effects’s Coca-Cola KO Stock Holding History

Wealth Effects’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
-3,250
Closed -$202K – 206
2023
Q1 		$202K Hold
3,250
– – 0.1% 171
2022
Q4 		$207K Sell
3,250
-393
-11% -$23.7K 0.12% 166
2022
Q3 		$204K Hold
3,643
– – 0.12% 160
2022
Q2 		$229K Sell
3,643
-83
-2% -$5.26K 0.14% 149
2022
Q1 		$231K Hold
3,726
– – 0.11% 170
2021
Q4 		$221K Buy
+3,726
New +$207K 0.09% 188

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

Wealth Effects's KO Position: Q2 2023 in Review

Wealth Effects sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 3,250 shares — an estimated $202K sold.

Wealth Effects first reported a position in KO in Q4 2021 and held it in 6 quarters. The position peaked at $231K in Q1 2022. 2,880 funds tracked by Wall St. Rank hold KO as of Q2 2023.

  • Wealth Effects reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
  • Wealth Effects sold 3,250 Coca-Cola shares in Q2 2023, an estimated $202K.
  • Wealth Effects first reported a position in Coca-Cola in Q4 2021 and held it in 6 quarters.
  • Wealth Effects's Coca-Cola position peaked at $231K in Q1 2022.
  • 2,880 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Wealth Effects's 13F filing for Q2 2023, filed 18 Jul 2023.