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Freedman Financial Associates’s Coca-Cola KO Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-1,234
Closed -$77K – 232
2022
Q1 		$77K Buy
1,234
+134
+12% +$8.15K 0.05% 147
2021
Q4 		$65K Hold
1,100
– – 0.04% 167
2021
Q3 		$58K Hold
1,100
– – 0.04% 176
2021
Q2 		$60K Hold
1,100
– – 0.05% 174
2021
Q1 		$58K Hold
1,100
– – 0.05% 174
2020
Q4 		$60K Buy
+1,100
New +$56.9K 0.05% 157

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Freedman Financial Associates's KO Position: Q2 2022 in Review

Freedman Financial Associates sold out of Coca-Cola (KO) in Q2 2022, closing a stake of 1,234 shares — an estimated $77K sold.

Freedman Financial Associates first reported a position in KO in Q4 2020 and held it in 6 quarters. The position peaked at $77K in Q1 2022. 2,773 funds tracked by Wall St. Rank hold KO as of Q2 2022.

  • Freedman Financial Associates reported no remaining Coca-Cola position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,234 Coca-Cola shares in Q2 2022, an estimated $77K.
  • Freedman Financial Associates first reported a position in Coca-Cola in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Coca-Cola position peaked at $77K in Q1 2022.
  • 2,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.