Ford Financial Group’s Coca-Cola KO Stock Holding History

Ford Financial Group’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
2022 Q1	–	Sell	-1,006	Closed	-$59	–	317
2021 Q4	$59	Buy	+1,006	New	+$56K	0.01%	207
2021 Q3	–	Sell	-1,006	Closed	-$54K	–	331
2021 Q2	$54K	Buy	+1,006	New	+$54.7K	0.02%	204

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Ford Financial Group's KO Position: Q1 2022 in Review

Ford Financial Group sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 1,006 shares — an estimated $59 sold.

Ford Financial Group first reported a position in KO in Q2 2021 and held it in 2 quarters. The position peaked at $54K in Q2 2021. 2,765 funds tracked by Wall St. Rank hold KO as of Q1 2022.

Ford Financial Group reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 1,006 Coca-Cola shares in Q1 2022, an estimated $59.
Ford Financial Group first reported a position in Coca-Cola in Q2 2021 and held it in 2 quarters.
Ford Financial Group's Coca-Cola position peaked at $54K in Q2 2021.
2,765 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.