EMFO LLC’s Coca-Cola KO Stock Holding History

EMFO LLC’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	$1.1M	Hold	17,286	–	–	0.98%	27
2024 Q1	$1.06M	Sell	17,286 -4,098	-19%	-$246K	0.97%	27
2023 Q4	$1.26M	Hold	21,384	–	–	1.16%	27
2023 Q3	$1.2M	Sell	21,384 -9,234	-30%	-$554K	1.13%	29
2023 Q2	$1.84M	Hold	30,618	–	–	1.67%	15
2023 Q1	$1.9M	Hold	30,618	–	–	1.79%	12
2022 Q4	$1.95M	Sell	30,618 -440	-1%	-$26.6K	1.95%	14
2022 Q3	$1.74M	Hold	31,058	–	–	1.66%	13
2022 Q2	$1.95M	Sell	31,058 -7,500	-19%	-$475K	1.98%	15
2022 Q1	$2.39M	Sell	38,558 -8,197	-18%	-$498K	2.17%	9
2021 Q4	$2.77M	Buy	46,755 +2,500	+6%	+$139K	2.44%	6
2021 Q3	$2.32M	Hold	44,255	–	–	2.05%	9
2021 Q2	$2.4M	Buy	+44,255	New	+$2.41M	2.09%	8

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EMFO LLC's KO Position: Q2 2024 in Review

EMFO LLC held its Coca-Cola (KO) position steady in Q2 2024 at 17,286 shares worth $1.1M. The position accounts for 0.98% of the portfolio, ranked #27.

EMFO LLC first reported a position in KO in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.77M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold KO as of Q2 2024.

EMFO LLC held 17,286 shares of Coca-Cola worth $1.1M as of Q2 2024.
EMFO LLC left its Coca-Cola share count unchanged in Q2 2024.
Coca-Cola made up 0.98% of EMFO LLC's portfolio in Q2 2024, its #27 holding.
EMFO LLC first reported a position in Coca-Cola in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Coca-Cola position peaked at $2.77M in Q4 2021.
3,030 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.