WorthPointe’s Coca-Cola KO Stock Holding History

WorthPointe’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 Q2	–	Sell	-7,951	Closed	-$493K	–	42
2022 Q1	$493K	Buy	7,951 +58	+0.7%	+$3.53K	0.4%	30
2021 Q4	$427K	Buy	+7,893	New	+$440K	0.38%	28

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

WorthPointe's KO Position: Q2 2022 in Review

WorthPointe sold out of Coca-Cola (KO) in Q2 2022, closing a stake of 7,951 shares — an estimated $493K sold.

WorthPointe first reported a position in KO in Q4 2021 and held it in 2 quarters. The position peaked at $493K in Q1 2022. 2,773 funds tracked by Wall St. Rank hold KO as of Q2 2022.

WorthPointe reported no remaining Coca-Cola position as of Q2 2022 after selling out during the quarter.
WorthPointe sold 7,951 Coca-Cola shares in Q2 2022, an estimated $493K.
WorthPointe first reported a position in Coca-Cola in Q4 2021 and held it in 2 quarters.
WorthPointe's Coca-Cola position peaked at $493K in Q1 2022.
2,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on WorthPointe's 13F filing for Q2 2022, filed 8 Aug 2022.