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

Bard 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
2025 Q3	$11.8M	Buy	178,322 +125	+0.1%	+$8.6K	1.3%	16
2025 Q2	$12.6M	Sell	178,197 -1,325	-0.7%	-$94.4K	1.51%	11
2025 Q1	$12.9M	Sell	179,522 -1,374	-0.8%	-$91.8K	1.57%	11
2024 Q4	$11.3M	Sell	180,896 -1,625	-0.9%	-$106K	1.35%	15
2024 Q3	$13.1M	Buy	182,521 +680	+0.4%	+$46.6K	1.55%	12
2024 Q2	$11.6M	Sell	181,841 -225	-0.1%	-$13.9K	1.2%	21
2024 Q1	$11.1M	Buy	182,066 +175	+0.1%	+$10.5K	1.18%	23
2023 Q4	$10.7M	Buy	181,891 +3,435	+2%	+$195K	1.2%	18
2023 Q3	$9.99M	Buy	178,456 +3,455	+2%	+$207K	1.23%	20
2023 Q2	$10.5M	Sell	175,001 -3,450	-2%	-$215K	0.8%	27
2023 Q1	$11.1M	Sell	178,451 -675	-0.4%	-$40.9K	0.89%	29
2022 Q4	$11.4M	Buy	179,126 +1,225	+0.7%	+$74K	0.97%	28
2022 Q3	$9.97M	Buy	177,901 +1,275	+0.7%	+$79.2K	0.93%	24
2022 Q2	$11.1M	Buy	176,626 +27	+0%	+$1.71K	1.02%	24
2022 Q1	$10.9M	Buy	176,599 +1,450	+0.8%	+$88.2K	0.89%	26
2021 Q4	$10.4M	Buy	175,149 +2,306	+1%	+$128K	0.84%	27
2021 Q3	$9.07M	Sell	172,843 -1,242	-0.7%	-$69.2K	0.8%	33
2021 Q2	$9.42M	Buy	174,085 +8,879	+5%	+$483K	0.84%	31
2021 Q1	$8.71M	Sell	165,206 -1,051	-0.6%	-$52.9K	0.84%	33
2020 Q4	$9.12M	Buy	+166,257	New	+$8.6M	0.91%	28

Other funds holding KO

Berkshire Hathaway

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return