Wealth Management Solutions’s Coca-Cola KO Stock Holding History

Wealth Management Solutions’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	$405K	Buy	7,239 +3	+0%	+$180	0.28%	48
2023 Q2	$436K	Buy	7,236 +3	+0%	+$187	0.28%	47
2023 Q1	$449K	Sell	7,233 -100	-1%	-$6.05K	0.26%	42
2022 Q4	$466K	Buy	7,333 +106	+1%	+$6.4K	0.24%	51
2022 Q3	$405K	Buy	7,227 +103	+1%	+$6.4K	0.24%	45
2022 Q2	$448K	Buy	7,124 +3	+0%	+$190	0.25%	45
2022 Q1	$442K	Hold	7,121	–	–	0.23%	59
2021 Q4	$422K	Buy	+7,121	New	+$397K	0.22%	69

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

Wealth Management Solutions's KO Position: Q3 2023 in Review

Wealth Management Solutions increased its Coca-Cola (KO) stake by 0.04% in Q3 2023, buying an estimated $180 and bringing the position to 7,239 shares worth $405K. The position accounts for 0.28% of the portfolio, ranked #48.

Wealth Management Solutions first reported a position in KO in Q4 2021 and has held it in 8 quarters since. The position peaked at $466K in Q4 2022. 2,828 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Wealth Management Solutions held 7,239 shares of Coca-Cola worth $405K as of Q3 2023.
Wealth Management Solutions bought 3 Coca-Cola shares in Q3 2023, an estimated $180.
Coca-Cola made up 0.28% of Wealth Management Solutions's portfolio in Q3 2023, its #48 holding.
Wealth Management Solutions first reported a position in Coca-Cola in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's Coca-Cola position peaked at $466K in Q4 2022.
2,828 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.