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Annapolis Financial Services’s Coca-Cola KO Stock Holding History

Annapolis Financial Services’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
Q3 		$45.6K Buy
635
+13
+2% +$890 0.01% 164
2024
Q2 		$39.6K Hold
622
– – 0.01% 167
2024
Q1 		$38.1K Sell
622
-457
-42% -$27.5K 0.01% 167
2023
Q4 		$63.6K Buy
1,079
+213
+25% +$12.1K 0.02% 180
2023
Q3 		$48.5K Buy
866
+154
+22% +$9.24K 0.01% 191
2023
Q2 		$42.9K Hold
712
– – 0.01% 194
2023
Q1 		$44.2K Buy
712
+18
+3% +$1.09K 0.01% 176
2022
Q4 		$44.1K Sell
694
-55
-7% -$3.32K 0.01% 177
2022
Q3 		$42K Hold
749
– – 0.02% 182
2022
Q2 		$47K Hold
749
– – 0.02% 180
2022
Q1 		$46K Buy
749
+36
+5% +$2.19K 0.02% 188
2021
Q4 		$42K Hold
713
– – 0.01% 200
2021
Q3 		$37K Hold
713
– – 0.01% 194
2021
Q2 		$39K Hold
713
– – 0.01% 178
2021
Q1 		$38K Hold
713
– – 0.01% 171
2020
Q4 		$39K Buy
+713
New +$36.9K 0.02% 160

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Annapolis Financial Services's KO Position: Q3 2024 in Review

Annapolis Financial Services increased its Coca-Cola (KO) stake by 2.1% in Q3 2024, buying an estimated $890 and bringing the position to 635 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #164.

Annapolis Financial Services first reported a position in KO in Q4 2020 and has held it in 16 quarters since. The position peaked at $63.6K in Q4 2023. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Annapolis Financial Services held 635 shares of Coca-Cola worth $45.6K as of Q3 2024.
  • Annapolis Financial Services bought 13 Coca-Cola shares in Q3 2024, an estimated $890.
  • Coca-Cola made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #164 holding.
  • Annapolis Financial Services first reported a position in Coca-Cola in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Coca-Cola position peaked at $63.6K in Q4 2023.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.