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

Wipfli 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
2022 Q3	$1.83M	Buy	+32,502	New	+$2.02M	0.13%	74

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wipfli Financial Advisors's KO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Coca-Cola (KO) in Q3 2022: 32,502 shares worth $1.83M. The stake represents 0.13% of the portfolio and ranks #74 among its holdings.

2,736 funds tracked by Wall St. Rank hold KO as of Q3 2022.

Wipfli Financial Advisors held 32,502 shares of Coca-Cola worth $1.83M as of Q3 2022.
Coca-Cola was a new Wipfli Financial Advisors position in Q3 2022.
Coca-Cola made up 0.13% of Wipfli Financial Advisors's portfolio in Q3 2022, its #74 holding.
2,736 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.