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BBJS Financial Advisors’s Coca-Cola KO Stock Holding History

BBJS Financial Advisors’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 		$14K Hold
195
– – 0.01% 107
2024
Q2 		$12.4K Buy
195
+75
+63% +$4.64K ﹤0.01% 119
2024
Q1 		$7.34K Hold
120
– – ﹤0.01% 101
2023
Q4 		$7.07K Hold
120
– – ﹤0.01% 96
2023
Q3 		$6.72K Hold
120
– – ﹤0.01% 99
2023
Q2 		$7.23K Hold
120
– – ﹤0.01% 93
2023
Q1 		$7.44K Hold
120
– – ﹤0.01% 92
2022
Q4 		$7.63K Buy
+120
New +$7.24K ﹤0.01% 100

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BBJS Financial Advisors's KO Position: Q3 2024 in Review

BBJS Financial Advisors held its Coca-Cola (KO) position steady in Q3 2024 at 195 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #107.

BBJS Financial Advisors first reported a position in KO in Q4 2022 and has held it in 8 quarters since. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • BBJS Financial Advisors held 195 shares of Coca-Cola worth $14K as of Q3 2024.
  • BBJS Financial Advisors left its Coca-Cola share count unchanged in Q3 2024.
  • Coca-Cola made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #107 holding.
  • BBJS Financial Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 8 quarters since.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.