Holloway Wealth Management’s Coca-Cola KO Stock Holding History

Holloway Wealth Management’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
2021 Q4	–	Hold	0	–	–	–	256
2021 Q3	–	Hold	0	–	–	–	366
2021 Q2	–	Hold	0	–	–	–	390
2021 Q1	–	Hold	0	–	–	–	218
2020 Q4	–	Hold	0	–	–	–	199
2020 Q3	–	Hold	0	–	–	–	140
2020 Q2	–	Hold	0	–	–	–	157
2020 Q1	–	Hold	0	–	–	–	160
2019 Q4	–	Hold	0	–	–	–	162
2019 Q3	–	Hold	0	–	–	–	162
2019 Q2	–	Hold	0	–	–	–	224
2019 Q1	–	Hold	0	–	–	–	184
2018 Q4	–	Hold	0	–	–	–	146
2018 Q3	–	Hold	0	–	–	–	162
2018 Q2	–	Hold	0	–	–	–	178
2018 Q1	–	Hold	0	–	–	–	142
2017 Q4	–	Hold	0	–	–	–	146
2017 Q3	–	Hold	0	–	–	–	150
2017 Q2	–	Hold	0	–	–	–	190
2017 Q1	–	Hold	0	–	–	–	201
2016 Q4	–	Hold	0	–	–	–	208

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 $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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