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First Command Financial Services’s Coca-Cola KO Stock Holding History

First Command Financial 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
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
+1,125
+9% +$68.4K 0.12% 64
2021
Q4 		$756K Sell
12,762
-31
-0.2% -$1.73K 0.11% 65
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 0.02% 57
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Command Financial Services's KO Position: Q2 2023 in Review

First Command Financial Services 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 Financial Services 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 Financial Services held 15,560 shares of Coca-Cola worth $937K as of Q2 2023.
  • First Command Financial Services bought 213 Coca-Cola shares in Q2 2023, an estimated $13.3K.
  • Coca-Cola made up 0.09% of First Command Financial Services's portfolio in Q2 2023, its #58 holding.
  • First Command Financial Services first reported a position in Coca-Cola in Q4 2016 and has held it in 27 quarters since.
  • First Command Financial Services'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 Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.