DHK Financial Advisors’s Coca-Cola KO Stock Holding History

DHK Financial 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 Q4	–	Sell	-2,987	Closed	-$216K	–	92
2024 Q3	$216K	Buy	+2,987	New	+$205K	0.13%	79

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

DHK Financial Advisors's KO Position: Q4 2024 in Review

DHK Financial Advisors sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 2,987 shares — an estimated $216K sold.

DHK Financial Advisors first reported a position in KO in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 3,282 funds tracked by Wall St. Rank hold KO as of Q4 2024.

DHK Financial Advisors reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
DHK Financial Advisors sold 2,987 Coca-Cola shares in Q4 2024, an estimated $216K.
DHK Financial Advisors first reported a position in Coca-Cola in Q3 2024 and held it in 1 quarter.
DHK Financial Advisors's Coca-Cola position peaked at $216K in Q3 2024.
3,282 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on DHK Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.