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

Coordinated 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
2024
Q2 		$217K Buy
3,402
+13
+0.4% +$805 0.19% 125
2024
Q1 		$207K Buy
+3,389
New +$204K 0.18% 122

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Coordinated Financial Services's KO Position: Q2 2024 in Review

Coordinated Financial Services increased its Coca-Cola (KO) stake by 0.38% in Q2 2024, buying an estimated $805 and bringing the position to 3,402 shares worth $217K. The position accounts for 0.19% of the portfolio, ranked #125.

Coordinated Financial Services first reported a position in KO in Q1 2024 and has held it in 2 quarters since. 3,030 funds tracked by Wall St. Rank hold KO as of Q2 2024.

  • Coordinated Financial Services held 3,402 shares of Coca-Cola worth $217K as of Q2 2024.
  • Coordinated Financial Services bought 13 Coca-Cola shares in Q2 2024, an estimated $805.
  • Coca-Cola made up 0.19% of Coordinated Financial Services's portfolio in Q2 2024, its #125 holding.
  • Coordinated Financial Services first reported a position in Coca-Cola in Q1 2024 and has held it in 2 quarters since.
  • 3,030 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on Coordinated Financial Services's 13F filing for Q2 2024, filed 22 Jul 2024.