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

Baron 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
2022
Q3 		– Sell
-1,254
Closed -$78.9K – 128
2022
Q2 		$78.9K Hold
1,254
– – 0.05% 67
2022
Q1 		$77.7K Hold
1,254
– – 0.05% 74
2021
Q4 		$74.2K Hold
1,254
– – 0.04% 77
2021
Q3 		$65.8K Hold
1,254
– – 0.04% 79
2021
Q2 		$67.9K Hold
1,254
– – 0.04% 79
2021
Q1 		$66.1K Buy
1,254
+500
+66% +$25.2K 0.05% 82
2020
Q4 		$41.3K Sell
754
-20
-3% -$1.03K 0.03% 93
2020
Q3 		$38.2K Buy
+774
New +$37.2K 0.04% 98

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Baron Financial Group's KO Position: Q3 2022 in Review

Baron Financial Group sold out of Coca-Cola (KO) in Q3 2022, closing a stake of 1,254 shares — an estimated $78.9K sold.

Baron Financial Group first reported a position in KO in Q3 2020 and held it in 8 quarters. The position peaked at $78.9K in Q2 2022. 2,737 funds tracked by Wall St. Rank hold KO as of Q3 2022.

  • Baron Financial Group reported no remaining Coca-Cola position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 1,254 Coca-Cola shares in Q3 2022, an estimated $78.9K.
  • Baron Financial Group first reported a position in Coca-Cola in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Coca-Cola position peaked at $78.9K in Q2 2022.
  • 2,737 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.