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

Claremont 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
Q1 		$51K Buy
+809
New +$49.2K 0.22% 23

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claremont Financial Group's KO Position: Q1 2022 in Review

Claremont Financial Group opened a new position in Coca-Cola (KO) in Q1 2022: 809 shares worth $51K. The stake represents 0.22% of the portfolio and ranks #23 among its holdings.

2,764 funds tracked by Wall St. Rank hold KO as of Q1 2022.

  • Claremont Financial Group held 809 shares of Coca-Cola worth $51K as of Q1 2022.
  • Coca-Cola was a new Claremont Financial Group position in Q1 2022.
  • Coca-Cola made up 0.22% of Claremont Financial Group's portfolio in Q1 2022, its #23 holding.
  • 2,764 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Claremont Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.