WealthOne’s Coca-Cola KO Stock Holding History

WealthOne’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	$252K	Sell	4,496 -158	-3%	-$9.48K	0.1%	67
2023 Q2	$280K	Buy	4,654 +11	+0.2%	+$684	0.1%	86
2023 Q1	$288K	Sell	4,643 -103	-2%	-$6.24K	0.11%	83
2022 Q4	$302K	Sell	4,746 -138	-3%	-$8.33K	0.12%	79
2022 Q3	$274K	Sell	4,884 -493	-9%	-$30.6K	0.12%	80
2022 Q2	$338K	Buy	5,377 +189	+4%	+$12K	0.14%	76
2022 Q1	$322K	Buy	5,188 +907	+21%	+$55.2K	0.11%	85
2021 Q4	$253K	Sell	4,281 -955	-18%	-$53.2K	0.09%	94
2021 Q3	$275K	Buy	5,236 +423	+9%	+$23.6K	0.1%	109
2021 Q2	$260K	Sell	4,813 -492	-9%	-$26.8K	0.1%	108
2021 Q1	$280K	Sell	5,305 -84	-2%	-$4.23K	0.12%	101
2020 Q4	$296K	Buy	5,389 +318	+6%	+$16.4K	0.14%	85
2020 Q3	$250K	Buy	5,071 +273	+6%	+$13.1K	0.14%	88
2020 Q2	$214K	Buy	4,798 +6	+0.1%	+$276	0.13%	88
2020 Q1	$212K	Buy	4,792 +130	+3%	+$7.02K	0.16%	83
2019 Q4	$258K	Buy	4,662 +20	+0.4%	+$1.07K	0.16%	77
2019 Q3	$253K	Buy	4,642 +65	+1%	+$3.48K	0.18%	71
2019 Q2	$233K	Buy	+4,577	New	+$224K	0.16%	88
2019 Q1	–	Sell	-4,081	Closed	-$193K	–	345
2018 Q4	$193K	Buy	+4,081	New	+$195K	0.17%	80

Other funds holding KO

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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