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AFS Financial Group’s Coca-Cola KO Stock Holding History

AFS Financial Group’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
2024
Q1 		– Sell
-7,148
Closed -$421K – 35
2023
Q4 		$421K Sell
7,148
-9,596
-57% -$545K 0.4% 37
2023
Q3 		$937K Buy
16,744
+302
+2% +$18.1K 0.64% 38
2023
Q2 		$990K Buy
16,442
+135
+0.8% +$8.4K 0.64% 38
2023
Q1 		$1.01M Buy
16,307
+69
+0.4% +$4.18K 0.67% 40
2022
Q4 		$1.03M Buy
+16,238
New +$980K 0.74% 38

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AFS Financial Group's KO Position: Q1 2024 in Review

AFS Financial Group sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 7,148 shares — an estimated $421K sold.

AFS Financial Group first reported a position in KO in Q4 2022 and held it in 5 quarters. The position peaked at $1.03M in Q4 2022. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • AFS Financial Group reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 7,148 Coca-Cola shares in Q1 2024, an estimated $421K.
  • AFS Financial Group first reported a position in Coca-Cola in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's Coca-Cola position peaked at $1.03M in Q4 2022.
  • 2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.