HC Financial Advisors’s Coca-Cola KO Stock Holding History

HC Financial Advisors’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	$24K	Sell	379 -550	-59%	-$34.9K	0.02%	177
2022 Q1	$58K	Hold	929	–	–	0.03%	127
2021 Q4	$55K	Hold	929	–	–	0.03%	134
2021 Q3	$49K	Sell	929 -2,147	-70%	-$120K	0.03%	132
2021 Q2	$166K	Hold	3,076	–	–	0.1%	86
2021 Q1	$162K	Sell	3,076 -496	-14%	-$25K	0.1%	84
2020 Q4	$196K	Hold	3,572	–	–	0.13%	77
2020 Q3	$176K	Hold	3,572	–	–	0.13%	73
2020 Q2	$160K	Hold	3,572	–	–	0.13%	69
2020 Q1	$158K	Buy	+3,572	New	+$193K	0.14%	68

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

HC Financial Advisors's KO Position: Q2 2022 in Review

HC Financial Advisors reduced its Coca-Cola (KO) stake by 59% in Q2 2022, selling an estimated $34.9K and leaving 379 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #177.

HC Financial Advisors first reported a position in KO in Q1 2020 and has held it in 10 quarters since. The position peaked at $196K in Q4 2020. 2,774 funds tracked by Wall St. Rank hold KO as of Q2 2022.

HC Financial Advisors held 379 shares of Coca-Cola worth $24K as of Q2 2022.
HC Financial Advisors sold 550 Coca-Cola shares in Q2 2022, an estimated $34.9K.
Coca-Cola made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #177 holding.
HC Financial Advisors first reported a position in Coca-Cola in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Coca-Cola position peaked at $196K in Q4 2020.
2,774 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.