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Axiom Financial Strategies’s Coca-Cola KO Stock Holding History

Axiom Financial Strategies’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
2022
Q4 		– Sell
-4,060
Closed -$227K – 52
2022
Q3 		$227K Sell
4,060
-96
-2% -$5.97K 0.12% 61
2022
Q2 		$261K Buy
4,156
+750
+22% +$47.5K 0.14% 53
2022
Q1 		$218K Buy
3,406
+6
+0.2% +$365 0.11% 68
2021
Q4 		$201K Buy
+3,400
New +$189K 0.09% 80

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Axiom Financial Strategies's KO Position: Q4 2022 in Review

Axiom Financial Strategies sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 4,060 shares — an estimated $227K sold.

Axiom Financial Strategies first reported a position in KO in Q4 2021 and held it in 4 quarters. The position peaked at $261K in Q2 2022. 2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

  • Axiom Financial Strategies reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
  • Axiom Financial Strategies sold 4,060 Coca-Cola shares in Q4 2022, an estimated $227K.
  • Axiom Financial Strategies first reported a position in Coca-Cola in Q4 2021 and held it in 4 quarters.
  • Axiom Financial Strategies's Coca-Cola position peaked at $261K in Q2 2022.
  • 2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.