Stillwater Wealth Management Group Acquires New Stake in CocaCola Company (The)

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Stillwater Wealth Management Group bought a new position in shares of CocaCola Company (The) (NYSE:KO) during the 3rd quarter, according to the company's most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 33,238 shares of the company's stock, valued at approximately $2,204,000. CocaCola makes up approximately 1.5% of Stillwater Wealth Management Group's investment portfolio, making the stock its 27th largest holding.

Why it matters

This filing provides insight into the investment strategy and portfolio composition of Stillwater Wealth Management Group, a financial advisory firm. The acquisition of a new stake in CocaCola, a major global beverage company, suggests the firm sees value and growth potential in the stock.

The details

According to the 13F filing, Stillwater Wealth Management Group bought 33,238 shares of CocaCola stock during the 3rd quarter. This new position represents approximately 1.5% of the firm's total investment portfolio, making CocaCola the 27th largest holding. The shares were valued at around $2,204,000 at the time of purchase.

• Stillwater Wealth Management Group bought the new CocaCola stake during the 3rd quarter of the year.