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YorkBridge Wealth Partners’s Coca-Cola KO Stock Holding History

YorkBridge Wealth Partners’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 		$2.35M Buy
36,974
+461
+1% +$27.8K 0.6% 46
2022
Q3 		$2.04M Buy
36,513
+853
+2% +$53K 0.53% 50
2022
Q2 		$2.24M Sell
35,660
-130
-0.4% -$8.24K 0.59% 44
2022
Q1 		$2.22M Sell
35,790
-430
-1% -$26.1K 0.49% 53
2021
Q4 		$2.15M Buy
36,220
+1,545
+4% +$86K 0.48% 56
2021
Q3 		$1.82M Buy
34,675
+2,067
+6% +$115K 0.46% 59
2021
Q2 		$1.76M Buy
32,608
+1,139
+4% +$62K 0.46% 59
2021
Q1 		$1.66M Buy
31,469
+2,922
+10% +$147K 0.49% 57
2020
Q4 		$1.57M Sell
28,547
-446
-2% -$23.1K 0.52% 55
2020
Q3 		$1.43M Buy
28,993
+1,006
+4% +$48.4K 0.6% 52
2020
Q2 		$1.25M Sell
27,987
-215
-0.8% -$9.9K 0.57% 55
2020
Q1 		$1.25M Buy
28,202
+721
+3% +$38.9K 0.77% 46
2019
Q4 		$1.52M Buy
27,481
+854
+3% +$45.9K 0.7% 46
2019
Q3 		$1.45M Sell
26,627
-688
-3% -$36.8K 0.73% 43
2019
Q2 		$1.39M Sell
27,315
-1,347
-5% -$66K 0.62% 46
2019
Q1 		$1.34M Buy
28,662
+116
+0.4% +$5.42K 0.62% 48
2018
Q4 		$1.35M Buy
28,546
+38
+0.1% +$1.82K 0.72% 43
2018
Q3 		$1.32M Sell
28,508
-639
-2% -$29.2K 0.6% 48
2018
Q2 		$1.28M Buy
29,147
+1,428
+5% +$61.7K 0.56% 48
2018
Q1 		$1.22M Buy
27,719
+468
+2% +$21K 0.56% 45
2017
Q4 		$1.22M Sell
27,251
-3,048
-10% -$140K 0.59% 44
2017
Q3 		$1.36M Sell
30,299
-764
-2% -$34.8K 0.71% 35
2017
Q2 		$1.39M Buy
31,063
+11
+0% +$486 0.74% 35
2017
Q1 		$1.35M Buy
31,052
+8,657
+39% +$361K 0.7% 37
2016
Q4 		$930K Buy
+22,395
New +$932K 0.55% 50

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

YorkBridge Wealth Partners's KO Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Coca-Cola (KO) stake by 1.3% in Q4 2022, buying an estimated $27.8K and bringing the position to 36,974 shares worth $2.35M. The position accounts for 0.6% of the portfolio, ranked #46.

YorkBridge Wealth Partners first reported a position in KO in Q4 2016 and has held it in 25 quarters since. 2,877 funds tracked by Wall St. Rank hold KO as of Q4 2022.

  • YorkBridge Wealth Partners held 36,974 shares of Coca-Cola worth $2.35M as of Q4 2022.
  • YorkBridge Wealth Partners bought 461 Coca-Cola shares in Q4 2022, an estimated $27.8K.
  • Coca-Cola made up 0.6% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #46 holding.
  • YorkBridge Wealth Partners first reported a position in Coca-Cola in Q4 2016 and has held it in 25 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.