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Financial Planning & Information Services’s Coca-Cola KO Stock Holding History

Financial Planning & Information 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 		– Sell
-3,651
Closed -$223K – 87
2024
Q1 		$223K Buy
+3,651
New +$219K 0.03% 83
2023
Q3 		– Sell
-3,715
Closed -$224K – 86
2023
Q2 		$224K Hold
3,715
– – 0.04% 79
2023
Q1 		$230K Sell
3,715
-396
-10% -$24K 0.04% 77
2022
Q4 		$262K Buy
+4,111
New +$248K 0.06% 75

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
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

Financial Planning & Information Services's KO Position: Q2 2024 in Review

Financial Planning & Information Services sold out of Coca-Cola (KO) in Q2 2024, closing a stake of 3,651 shares — an estimated $223K sold.

Financial Planning & Information Services first reported a position in KO in Q4 2022 and held it in 4 quarters. The position peaked at $262K in Q4 2022. 3,030 funds tracked by Wall St. Rank hold KO as of Q2 2024.

  • Financial Planning & Information Services reported no remaining Coca-Cola position as of Q2 2024 after selling out during the quarter.
  • Financial Planning & Information Services sold 3,651 Coca-Cola shares in Q2 2024, an estimated $223K.
  • Financial Planning & Information Services first reported a position in Coca-Cola in Q4 2022 and held it in 4 quarters.
  • Financial Planning & Information Services's Coca-Cola position peaked at $262K in Q4 2022.
  • 3,030 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on Financial Planning & Information Services's 13F filing for Q2 2024, filed 13 Aug 2024.