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

First Personal 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
2024
Q3 		$1.74M Buy
24,200
+86
+0.4% +$5.89K 0.37% 62
2024
Q2 		$1.53M Sell
24,114
-356
-1% -$22K 0.35% 63
2024
Q1 		$1.5M Sell
24,470
-4,158
-15% -$250K 0.35% 59
2023
Q4 		$1.69M Sell
28,628
-300
-1% -$17K 0.41% 58
2023
Q3 		$1.62M Sell
28,928
-986
-3% -$59.1K 0.42% 57
2023
Q2 		$1.8M Sell
29,914
-545
-2% -$33.9K 0.45% 57
2023
Q1 		$1.89M Buy
30,459
+4,299
+16% +$260K 0.49% 54
2022
Q4 		$1.66M Sell
26,160
-3,586
-12% -$216K 0.45% 54
2022
Q3 		$1.67M Buy
29,746
+8,719
+41% +$542K 0.48% 54
2022
Q2 		$1.32M Sell
21,027
-9,286
-31% -$589K 0.37% 58
2022
Q1 		$1.88M Sell
30,313
-675
-2% -$41K 0.44% 57
2021
Q4 		$1.83M Sell
30,988
-250
-0.8% -$13.9K 0.41% 56
2021
Q3 		$1.64M Sell
31,238
-300
-1% -$16.7K 0.41% 57
2021
Q2 		$1.71M Sell
31,538
-1,370
-4% -$74.5K 0.44% 55
2021
Q1 		$1.74M Hold
32,908
– – 0.47% 53
2020
Q4 		$1.8M Sell
32,908
-275
-0.8% -$14.2K 0.51% 51
2020
Q3 		$1.64M Sell
33,183
-600
-2% -$28.9K 0.52% 51
2020
Q2 		$1.51M Buy
33,783
+1,011
+3% +$46.6K 0.52% 51
2020
Q1 		$1.45M Sell
32,772
-2,000
-6% -$108K 0.56% 52
2019
Q4 		$1.93M Sell
34,772
-3,200
-8% -$172K 0.62% 49
2019
Q3 		$2.07M Sell
37,972
-19
-0.1% -$1.02K 0.64% 49
2019
Q2 		$1.94M Buy
37,991
+288
+0.8% +$14.1K 0.55% 49
2019
Q1 		$1.77M Buy
37,703
+352
+0.9% +$16.5K 0.54% 48
2018
Q4 		$1.77M Sell
37,351
-2,849
-7% -$136K 0.61% 48
2018
Q3 		$1.86M Sell
40,200
-800
-2% -$36.6K 0.59% 49
2018
Q2 		$1.8M Sell
41,000
-9,218
-18% -$398K 0.6% 47
2018
Q1 		$2.18M Sell
50,218
-759
-1% -$34.1K 0.48% 66
2017
Q4 		$2.34M Sell
50,977
-495
-1% -$22.8K 0.46% 68
2017
Q3 		$2.32M Sell
51,472
-500
-1% -$22.7K 0.49% 67
2017
Q2 		$2.33M Sell
51,972
-300
-0.6% -$13.3K 0.51% 65
2017
Q1 		$2.22M Buy
52,272
+332
+0.6% +$13.8K 0.53% 65
2016
Q4 		$2.15M Sell
51,940
-2,270
-4% -$94.5K 0.57% 60
2016
Q3 		$2.29M Buy
54,210
+4,770
+10% +$209K 0.67% 56
2016
Q2 		$2.24M Buy
49,440
+9,026
+22% +$408K 0.76% 49
2016
Q1 		$1.88M Buy
40,414
+77
+0.2% +$3.35K 0.93% 41
2015
Q4 		$1.73M Buy
40,337
+2,720
+7% +$115K 0.98% 39
2015
Q3 		$1.51M Buy
37,617
+1,000
+3% +$40K 0.91% 40
2015
Q2 		$1.44M Sell
36,617
-422
-1% -$17.2K 0.86% 43
2015
Q1 		$1.5M Buy
37,039
+764
+2% +$32K 0.91% 41
2014
Q4 		$1.53M Buy
+36,275
New +$1.55M 0.9% 41

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Personal Financial Services's KO Position: Q3 2024 in Review

First Personal Financial Services increased its Coca-Cola (KO) stake by 0.36% in Q3 2024, buying an estimated $5.89K and bringing the position to 24,200 shares worth $1.74M. The position accounts for 0.37% of the portfolio, ranked #62.

First Personal Financial Services first reported a position in KO in Q4 2014 and has held it in 40 quarters since. The position peaked at $2.34M in Q4 2017. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • First Personal Financial Services held 24,200 shares of Coca-Cola worth $1.74M as of Q3 2024.
  • First Personal Financial Services bought 86 Coca-Cola shares in Q3 2024, an estimated $5.89K.
  • Coca-Cola made up 0.37% of First Personal Financial Services's portfolio in Q3 2024, its #62 holding.
  • First Personal Financial Services first reported a position in Coca-Cola in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Coca-Cola position peaked at $2.34M in Q4 2017.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.