Bivin & Associates’s Coca-Cola KO Stock Holding History

Bivin & Associates’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 Q2	$13K	Hold	200	–	–	0.01%	156
2022 Q1	$12K	Hold	200	–	–	0.01%	170
2021 Q4	$12K	Buy	+200	New	+$11.1K	0.01%	174

Other funds holding KO

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bivin & Associates's KO Position: Q2 2022 in Review

Bivin & Associates held its Coca-Cola (KO) position steady in Q2 2022 at 200 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #156.

Bivin & Associates first reported a position in KO in Q4 2021 and has held it in 3 quarters since. 2,774 funds tracked by Wall St. Rank hold KO as of Q2 2022.

Bivin & Associates held 200 shares of Coca-Cola worth $13K as of Q2 2022.
Bivin & Associates left its Coca-Cola share count unchanged in Q2 2022.
Coca-Cola made up 0.01% of Bivin & Associates's portfolio in Q2 2022, its #156 holding.
Bivin & Associates first reported a position in Coca-Cola in Q4 2021 and has held it in 3 quarters since.
2,774 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.