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

Bickling 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
2022
Q3 		– Sell
-3,733
Closed -$235K – 119
2022
Q2 		$235K Buy
3,733
+18
+0.5% +$1.14K 0.15% 108
2022
Q1 		$230K Hold
3,715
– – 0.12% 121
2021
Q4 		$220K Buy
+3,715
New +$207K 0.11% 124

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

Bickling Financial Services's KO Position: Q3 2022 in Review

Bickling Financial Services sold out of Coca-Cola (KO) in Q3 2022, closing a stake of 3,733 shares — an estimated $235K sold.

Bickling Financial Services first reported a position in KO in Q4 2021 and held it in 3 quarters. The position peaked at $235K in Q2 2022. 2,737 funds tracked by Wall St. Rank hold KO as of Q3 2022.

  • Bickling Financial Services reported no remaining Coca-Cola position as of Q3 2022 after selling out during the quarter.
  • Bickling Financial Services sold 3,733 Coca-Cola shares in Q3 2022, an estimated $235K.
  • Bickling Financial Services first reported a position in Coca-Cola in Q4 2021 and held it in 3 quarters.
  • Bickling Financial Services's Coca-Cola position peaked at $235K in Q2 2022.
  • 2,737 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Bickling Financial Services's 13F filing for Q3 2022, filed 14 Nov 2022.