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Filbrandt Wealth Management’s Coca-Cola KO Stock Holding History

Filbrandt Wealth Management’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
2021
Q3 		$68K Buy
1,303
+33
+3% +$1.84K 0.04% 75
2021
Q2 		$69K Hold
1,270
– – 0.04% 78
2021
Q1 		$67K Hold
1,270
– – 0.04% 75
2020
Q4 		$70K Hold
1,270
– – 0.04% 65
2020
Q3 		$63K Hold
1,270
– – 0.05% 74
2020
Q2 		$57K Hold
1,270
– – 0.05% 105
2020
Q1 		$56K Hold
1,270
– – 0.06% 65
2019
Q4 		$70K Buy
+1,270
New +$68.3K 0.06% 63

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Filbrandt Wealth Management's KO Position: Q3 2021 in Review

Filbrandt Wealth Management increased its Coca-Cola (KO) stake by 2.6% in Q3 2021, buying an estimated $1.84K and bringing the position to 1,303 shares worth $68K. The position accounts for 0.04% of the portfolio, ranked #75.

Filbrandt Wealth Management first reported a position in KO in Q4 2019 and has held it in 8 quarters since. The position peaked at $70K in Q4 2020. 2,480 funds tracked by Wall St. Rank hold KO as of Q3 2021.

  • Filbrandt Wealth Management held 1,303 shares of Coca-Cola worth $68K as of Q3 2021.
  • Filbrandt Wealth Management bought 33 Coca-Cola shares in Q3 2021, an estimated $1.84K.
  • Coca-Cola made up 0.04% of Filbrandt Wealth Management's portfolio in Q3 2021, its #75 holding.
  • Filbrandt Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 8 quarters since.
  • Filbrandt Wealth Management's Coca-Cola position peaked at $70K in Q4 2020.
  • 2,480 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.