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Financial Synergies Wealth Advisors’s Coca-Cola KO Stock Holding History

Financial Synergies Wealth 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
Q2 		– Sell
-1,385
Closed -$84.7K – 272
2024
Q1 		$84.7K Buy
1,385
+521
+60% +$31.3K 0.01% 102
2023
Q4 		$55K Sell
864
-516
-37% -$29.3K 0.01% 93
2023
Q3 		$77.3K Buy
1,380
+12
+0.9% +$720 0.01% 94
2023
Q2 		$82.4K Sell
1,368
-161
-11% -$10K 0.01% 91
2023
Q1 		$94.8K Buy
1,529
+665
+77% +$40.3K 0.01% 85
2022
Q4 		$55K Buy
864
+824
+2,060% +$49.7K 0.01% 93
2022
Q3 		$2.24K Hold
40
– – ﹤0.01% 221
2022
Q2 		$2.52K Buy
+40
New +$2.54K ﹤0.01% 219

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 Synergies Wealth Advisors's KO Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Coca-Cola (KO) in Q2 2024, closing a stake of 1,385 shares — an estimated $84.7K sold.

Financial Synergies Wealth Advisors first reported a position in KO in Q2 2022 and held it in 8 quarters. The position peaked at $94.8K in Q1 2023. 3,031 funds tracked by Wall St. Rank hold KO as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Coca-Cola position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1,385 Coca-Cola shares in Q2 2024, an estimated $84.7K.
  • Financial Synergies Wealth Advisors first reported a position in Coca-Cola in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Coca-Cola position peaked at $94.8K in Q1 2023.
  • 3,031 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.