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Resource Planning Group

SEC CIK
0001537147
Latest filing
Jan 10, 2024

KO holding history

Coca Cola Co in every 13F filed by Resource Planning Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KO overviewAll 13F holders of KOFull Q4 2023 holdings

Shares (Q4 2023)
16,616
Value
$979.2K
% of portfolio
0.6%
Quarters held
12
Since Q1 2021
Holdings of KO by Resource Planning Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202316,616$979.2K0.6%−725−4.2%ReducedHolders
Q3 202317,341$970.7K0.8%−61−0.4%ReducedHolders
Q2 202317,402$1.05M0.8%−312−1.8%ReducedHolders
Q1 202317,714$1.10M0.9%−3,533−16.6%ReducedHolders
Q4 202221,247$1.35M1.1%−1,452−6.4%ReducedHolders
Q3 202222,699$1.27M1.1%+42+0.2%AddedHolders
Q2 202222,657$1.43M1.2%−25,190−52.6%ReducedHolders
Q1 202247,847$2.97M2.1%−203−0.4%ReducedHolders
Q4 202148,050$2.85M1.9%−2,499−4.9%ReducedHolders
Q3 202150,549$2.65M1.7%−1,243−2.4%ReducedHolders
Q2 202151,792$2.80M1.6%+5,755+12.5%AddedHolders
Q1 202146,037$2.43M1.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.