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Websterrogers Financial Advisors’s Coca-Cola KO Stock Holding History

Websterrogers Financial Advisors’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
2024
Q1 		– Sell
-5,917
Closed -$349K – 80
2023
Q4 		$349K Buy
5,917
+133
+2% +$7.55K 0.15% 54
2023
Q3 		$324K Hold
5,784
– – 0.14% 55
2023
Q2 		$348K Sell
5,784
-797
-12% -$49.6K 0.15% 50
2023
Q1 		$408K Hold
6,581
– – 0.19% 50
2022
Q4 		$419K Buy
6,581
+4
+0.1% +$241 0.2% 49
2022
Q3 		$368K Sell
6,577
-89
-1% -$5.53K 0.19% 41
2022
Q2 		$419K Sell
6,666
-998
-13% -$63.3K 0.2% 47
2022
Q1 		$482K Buy
+7,664
New +$466K 0.25% 49

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Websterrogers Financial Advisors's KO Position: Q1 2024 in Review

Websterrogers Financial Advisors sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 5,917 shares — an estimated $349K sold.

Websterrogers Financial Advisors first reported a position in KO in Q1 2022 and held it in 8 quarters. The position peaked at $482K in Q1 2022. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Websterrogers Financial Advisors reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 5,917 Coca-Cola shares in Q1 2024, an estimated $349K.
  • Websterrogers Financial Advisors first reported a position in Coca-Cola in Q1 2022 and held it in 8 quarters.
  • Websterrogers Financial Advisors's Coca-Cola position peaked at $482K in Q1 2022.
  • 2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Websterrogers Financial Advisors's 13F filing for Q1 2024, filed 14 May 2024.