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

Barber 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
2023 Q1	$209K	Sell	3,364 -225	-6%	-$13.6K	0.04%	136
2022 Q4	$228K	Buy	+3,589	New	+$217K	0.06%	118
2022 Q3	–	Sell	-3,546	Closed	-$223K	–	134
2022 Q2	$223K	Buy	3,546 +316	+10%	+$20K	0.04%	133
2022 Q1	$200K	Sell	3,230 -747	-19%	-$45.4K	0.03%	149
2021 Q4	$235K	Buy	+3,977	New	+$221K	0.03%	148
2021 Q3	–	Sell	-3,778	Closed	-$204K	–	169
2021 Q2	$204K	Sell	3,778 -21	-0.6%	-$1.14K	0.03%	147
2021 Q1	$200K	Buy	3,799 +27	+0.7%	+$1.36K	0.03%	140
2020 Q4	$207K	Buy	+3,772	New	+$195K	0.04%	128
2020 Q1	–	Sell	-4,016	Closed	-$222K	–	141
2019 Q4	$222K	Buy	4,016 +10	+0.2%	+$538	0.05%	138
2019 Q3	$218K	Buy	+4,006	New	+$215K	0.05%	130
2018 Q1	–	Sell	-4,705	Closed	-$216K	–	138
2017 Q4	$216K	Buy	+4,705	New	+$216K	0.05%	112

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barber Financial Group's KO Position: Q1 2023 in Review

Barber Financial Group reduced its Coca-Cola (KO) stake by 6.3% in Q1 2023, selling an estimated $13.6K and leaving 3,364 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #136.

Barber Financial Group first reported a position in KO in Q4 2017 and has held it in 11 quarters since. The position peaked at $235K in Q4 2021. 2,871 funds tracked by Wall St. Rank hold KO as of Q1 2023.

Barber Financial Group held 3,364 shares of Coca-Cola worth $209K as of Q1 2023.
Barber Financial Group sold 225 Coca-Cola shares in Q1 2023, an estimated $13.6K.
Coca-Cola made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #136 holding.
Barber Financial Group first reported a position in Coca-Cola in Q4 2017 and has held it in 11 quarters since.
Barber Financial Group's Coca-Cola position peaked at $235K in Q4 2021.
2,871 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.