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

Argent 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
Q3 		$2.79M Buy
+38,768
New +$2.65M 0.33% 84

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

Argent Financial Group's KO Position: Q3 2024 in Review

Argent Financial Group opened a new position in Coca-Cola (KO) in Q3 2024: 38,768 shares worth $2.79M. The stake represents 0.33% of the portfolio and ranks #84 among its holdings.

3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Argent Financial Group held 38,768 shares of Coca-Cola worth $2.79M as of Q3 2024.
  • Coca-Cola was a new Argent Financial Group position in Q3 2024.
  • Coca-Cola made up 0.33% of Argent Financial Group's portfolio in Q3 2024, its #84 holding.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.