HBC Financial Services’s Coca-Cola KO Stock Holding History

HBC 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 Q4	$141K	Buy	2,286 +2	+0.1%	+$131	0.09%	40
2024 Q3	$150K	Buy	2,284 +2	+0.1%	+$137	0.09%	41
2024 Q2	$153K	Buy	2,282 +2,002	+715%	+$124K	0.1%	40
2024 Q1	$17K	Sell	280 -132	-32%	-$7.93K	0.01%	96
2023 Q4	$24K	Buy	412 +4	+1%	+$227	0.02%	93
2023 Q3	$22K	Hold	408	–	–	0.02%	90
2023 Q2	$24K	Buy	408 +136	+50%	+$8.46K	0.02%	87
2023 Q1	$17K	Buy	272 +2	+0.7%	+$121	0.01%	118
2022 Q4	$16K	Sell	270 -492	-65%	-$29.7K	0.01%	96
2022 Q3	$43K	Hold	762	–	–	0.04%	63
2022 Q2	$48K	Buy	762 +2	+0.3%	+$127	0.04%	62
2022 Q1	$49K	Sell	760 -198	-21%	-$12K	0.04%	61
2021 Q4	$56K	Buy	958 +2	+0.2%	+$111	0.04%	56
2021 Q3	$51K	Sell	956 -188	-16%	-$10.5K	0.03%	55
2021 Q2	$64K	Buy	1,144 +2	+0.2%	+$109	0.04%	50
2021 Q1	$60.6K	Buy	1,142 +2	+0.2%	+$101	0.04%	54
2020 Q4	$58K	Buy	1,140 +2	+0.2%	+$103	0.05%	58
2020 Q3	$56K	Buy	1,138 +2	+0.2%	+$96	0.05%	51
2020 Q2	$53K	Buy	1,136 +5	+0.4%	+$230	0.05%	56
2020 Q1	$50K	Sell	1,131 -134	-11%	-$7.24K	0.06%	52
2019 Q4	$69K	Buy	+1,265	New	+$68K	0.06%	54

Other funds holding KO

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

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

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

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

Norges Bank Oslo, Norway $935B AUM