WT Wealth Management’s Coca-Cola KO Stock Holding History

WT Wealth Management’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 Q4	–	Sell	-22,012	Closed	-$1.24M	–	98
2022 Q3	$1.24M	Buy	22,012 +558	+3%	+$34.7K	0.62%	47
2022 Q2	$1.35M	Buy	+21,454	New	+$1.36M	0.67%	48

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WT Wealth Management's KO Position: Q4 2022 in Review

WT Wealth Management sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 22,012 shares — an estimated $1.24M sold.

WT Wealth Management first reported a position in KO in Q2 2022 and held it in 2 quarters. The position peaked at $1.35M in Q2 2022. 2,879 funds tracked by Wall St. Rank hold KO as of Q4 2022.

WT Wealth Management reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
WT Wealth Management sold 22,012 Coca-Cola shares in Q4 2022, an estimated $1.24M.
WT Wealth Management first reported a position in Coca-Cola in Q2 2022 and held it in 2 quarters.
WT Wealth Management's Coca-Cola position peaked at $1.35M in Q2 2022.
2,879 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on WT Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.