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Doyle Wealth Management

SEC CIK
0001698219
Latest filing
Nov 15, 2022

KO holding history

Coca Cola Co in every 13F filed by Doyle Wealth Management, 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 Q3 2022 holdings

Shares (Q3 2022)
50,833
Value
$2.85M
% of portfolio
0.2%
Quarters held
7
Since Q1 2021
Holdings of KO by Doyle Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202250,833$2.85M0.2%+50+0.1%AddedHolders
Q2 202250,783$3.19M0.3%−853−1.7%ReducedHolders
Q1 202251,636$3.20M0.2%+1,383+2.8%AddedHolders
Q4 202150,253$2.98M0.2%+260+0.5%AddedHolders
Q3 202149,993$2.62M0.2%+3,034+6.5%AddedHolders
Q2 202146,959$2.54M0.2%+601+1.3%AddedHolders
Q1 202146,358$2.44M0.2%––Holders

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