First Command Bank’s Coca-Cola KO Stock Holding History

First Command Bank’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
2023 Q2	$937K	Buy	15,560 +213	+1%	+$13.3K	0.09%	58
2023 Q1	$952K	Buy	15,347 +457	+3%	+$27.7K	0.1%	48
2022 Q4	$947K	Sell	14,890 -292	-2%	-$17.6K	0.12%	45
2022 Q3	$850K	Buy	15,182 +813	+6%	+$50.5K	0.12%	47
2022 Q2	$904K	Buy	14,369 +482	+3%	+$30.6K	0.13%	52
2022 Q1	$861K	Buy	13,887 +1,094	+9%	+$66.5K	0.12%	64
2021 Q4	$671K	Hold	12,793	–	–	0.12%	70
2021 Q3	$671K	Sell	12,793 -349	-3%	-$19.5K	0.12%	70
2021 Q2	$711K	Buy	13,142 +30	+0.2%	+$1.63K	0.08%	66
2021 Q1	$691K	Buy	13,112 +680	+5%	+$34.2K	0.15%	64
2020 Q4	$682K	Sell	12,432 -73	-0.6%	-$3.77K	0.17%	58
2020 Q3	$618K	Buy	12,505 +181	+1%	+$8.71K	0.18%	59
2020 Q2	$551K	Buy	12,324 +337	+3%	+$15.5K	0.18%	59
2020 Q1	$531K	Buy	11,987 +314	+3%	+$17K	0.29%	52
2019 Q4	$647K	Buy	11,673 +1,025	+10%	+$55.1K	0.31%	54
2019 Q3	$580K	Sell	10,648 -1,118	-10%	-$59.9K	0.29%	53
2019 Q2	$599K	Hold	11,766	–	–	0.3%	50
2019 Q1	$551K	Buy	11,766 +25	+0.2%	+$1.17K	0.27%	54
2018 Q4	$555K	Sell	11,741 -7,383	-39%	-$353K	0.29%	43
2018 Q3	$883K	Buy	19,124 +8,084	+73%	+$369K	0.25%	48
2018 Q2	$484K	Sell	11,040 -547	-5%	-$23.6K	0.14%	69
2018 Q1	$503K	Buy	11,587 +285	+3%	+$12.8K	0.27%	50
2017 Q4	$519K	Buy	11,302 +220	+2%	+$10.1K	0.29%	53
2017 Q3	$499K	Buy	11,082 +373	+3%	+$17K	0.31%	51
2017 Q2	$481K	Sell	10,709 -2	-0%	-$88	0.32%	50
2017 Q1	$455K	Sell	10,711 -322	-3%	-$13.4K	0.32%	51
2016 Q4	$457K	Buy	+11,033	New	+$459K	0.37%	48

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

First Command Bank's KO Position: Q2 2023 in Review

First Command Bank increased its Coca-Cola (KO) stake by 1.4% in Q2 2023, buying an estimated $13.3K and bringing the position to 15,560 shares worth $937K. The position accounts for 0.09% of the portfolio, ranked #58.

First Command Bank first reported a position in KO in Q4 2016 and has held it in 27 quarters since. The position peaked at $952K in Q1 2023. 2,880 funds tracked by Wall St. Rank hold KO as of Q2 2023.

First Command Bank held 15,560 shares of Coca-Cola worth $937K as of Q2 2023.
First Command Bank bought 213 Coca-Cola shares in Q2 2023, an estimated $13.3K.
Coca-Cola made up 0.09% of First Command Bank's portfolio in Q2 2023, its #58 holding.
First Command Bank first reported a position in Coca-Cola in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Coca-Cola position peaked at $952K in Q1 2023.
2,880 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.