FourThought Financial’s Coca-Cola KO Stock Holding History

FourThought Financial’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 Q3	$408K	Buy	7,286 +742	+11%	+$46.1K	0.06%	205
2022 Q2	$412K	Buy	6,544 +556	+9%	+$35.2K	0.06%	206
2022 Q1	$368K	Sell	5,988 -2,835	-32%	-$172K	0.05%	243
2021 Q4	$522K	Buy	8,823 +509	+6%	+$28.3K	0.07%	196
2021 Q3	$436K	Buy	8,314 +1,454	+21%	+$81K	0.06%	219
2021 Q2	$371K	Buy	6,860 +10	+0.1%	+$544	0.05%	257
2021 Q1	$361K	Sell	6,850 -200	-3%	-$10.1K	0.05%	254
2020 Q4	$386K	Buy	+7,050	New	+$365K	0.06%	239

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

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

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

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

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

FourThought Financial's KO Position: Q3 2022 in Review

FourThought Financial increased its Coca-Cola (KO) stake by 11% in Q3 2022, buying an estimated $46.1K and bringing the position to 7,286 shares worth $408K. The position accounts for 0.06% of the portfolio, ranked #205.

FourThought Financial first reported a position in KO in Q4 2020 and has held it in 8 quarters since. The position peaked at $522K in Q4 2021. 2,737 funds tracked by Wall St. Rank hold KO as of Q3 2022.

FourThought Financial held 7,286 shares of Coca-Cola worth $408K as of Q3 2022.
FourThought Financial bought 742 Coca-Cola shares in Q3 2022, an estimated $46.1K.
Coca-Cola made up 0.06% of FourThought Financial's portfolio in Q3 2022, its #205 holding.
FourThought Financial first reported a position in Coca-Cola in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Coca-Cola position peaked at $522K in Q4 2021.
2,737 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.