W
KO icon

Wealthsimple’s Coca-Cola KO Stock Holding History

Wealthsimple’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
2022
Q3 		$580K Hold
10,361
– – 0.02% 19
2022
Q2 		$652K Hold
10,361
– – 0.02% 17
2022
Q1 		$642K Hold
10,361
– – 0.02% 21
2021
Q4 		$613K Buy
+10,361
New +$577K 0.02% 19

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthsimple's KO Position: Q3 2022 in Review

Wealthsimple held its Coca-Cola (KO) position steady in Q3 2022 at 10,361 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #19.

Wealthsimple first reported a position in KO in Q4 2021 and has held it in 4 quarters since. The position peaked at $652K in Q2 2022. 2,736 funds tracked by Wall St. Rank hold KO as of Q3 2022.

  • Wealthsimple held 10,361 shares of Coca-Cola worth $580K as of Q3 2022.
  • Wealthsimple left its Coca-Cola share count unchanged in Q3 2022.
  • Coca-Cola made up 0.02% of Wealthsimple's portfolio in Q3 2022, its #19 holding.
  • Wealthsimple first reported a position in Coca-Cola in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's Coca-Cola position peaked at $652K in Q2 2022.
  • 2,736 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.