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BHK Investment Advisors’s Coca-Cola KO Stock Holding History

BHK Investment 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 		– Sell
-3,189
Closed -$203K – 65
2024
Q2 		$203K Buy
+3,189
New +$197K 0.08% 62
2024
Q1 		– Sell
-5,000
Closed -$295K – 60
2023
Q4 		$295K Sell
5,000
-6,343
-56% -$360K 0.17% 44
2023
Q3 		$635K Buy
+11,343
New +$680K 0.29% 31
2019
Q2 		– Sell
-4,898
Closed -$230K – 90
2019
Q1 		$230K Buy
+4,898
New +$229K 0.14% 82

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

BHK Investment Advisors's KO Position: Q3 2024 in Review

BHK Investment Advisors sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 3,189 shares — an estimated $203K sold.

BHK Investment Advisors first reported a position in KO in Q1 2019 and held it in 4 quarters. The position peaked at $635K in Q3 2023. 3,134 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • BHK Investment Advisors reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • BHK Investment Advisors sold 3,189 Coca-Cola shares in Q3 2024, an estimated $203K.
  • BHK Investment Advisors first reported a position in Coca-Cola in Q1 2019 and held it in 4 quarters.
  • BHK Investment Advisors's Coca-Cola position peaked at $635K in Q3 2023.
  • 3,134 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on BHK Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.