Axiom Advisory’s Coca-Cola KO Stock Holding History

Axiom Advisory’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	$2.91M	Buy	42,432 +694	+2%	+$47.5K	0.03%	86
2024 Q2	$2.58M	Buy	+41,738	New	+$2.58M	0.03%	90

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Axiom Advisory's KO Position: Q3 2024 in Review

Axiom Advisory increased its Coca-Cola (KO) stake by 1.7% in Q3 2024, buying an estimated $47.5K and bringing the position to 42,432 shares worth $2.91M. The position accounts for 0.03% of the portfolio, ranked #86.

Axiom Advisory first reported a position in KO in Q2 2024 and has held it in 2 quarters since. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

Axiom Advisory held 42,432 shares of Coca-Cola worth $2.91M as of Q3 2024.
Axiom Advisory bought 694 Coca-Cola shares in Q3 2024, an estimated $47.5K.
Coca-Cola made up 0.03% of Axiom Advisory's portfolio in Q3 2024, its #86 holding.
Axiom Advisory first reported a position in Coca-Cola in Q2 2024 and has held it in 2 quarters since.
3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.