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

Hoover 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
2021 Q2	$255K	Buy	4,714 +728	+18%	+$39.6K	0.05%	114
2021 Q1	$217K	Hold	3,986	–	–	0.04%	116
2020 Q4	$196K	Buy	+3,986	New	+$206K	0.05%	109
2020 Q3	–	Sell	-9,142	Closed	-$408K	–	340
2020 Q2	$408K	Sell	9,142 -70	-0.8%	-$3.22K	0.16%	51
2020 Q1	$408K	Buy	9,212 +85	+0.9%	+$4.59K	0.23%	42
2019 Q4	$505K	Sell	9,127 -383	-4%	-$20.6K	0.25%	48
2019 Q3	$518K	Sell	9,510 -299	-3%	-$16K	0.46%	31
2019 Q2	$499K	Sell	9,809 -1,687	-15%	-$82.7K	0.46%	30
2019 Q1	$539K	Sell	11,496 -50	-0.4%	-$2.34K	0.51%	25
2018 Q4	$547K	Buy	+11,546	New	+$553K	0.6%	23

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hoover Financial Advisors's KO Position: Q2 2021 in Review

Hoover Financial Advisors increased its Coca-Cola (KO) stake by 18% in Q2 2021, buying an estimated $39.6K and bringing the position to 4,714 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #114.

Hoover Financial Advisors first reported a position in KO in Q4 2018 and has held it in 10 quarters since. The position peaked at $547K in Q4 2018. 2,500 funds tracked by Wall St. Rank hold KO as of Q2 2021.

Hoover Financial Advisors held 4,714 shares of Coca-Cola worth $255K as of Q2 2021.
Hoover Financial Advisors bought 728 Coca-Cola shares in Q2 2021, an estimated $39.6K.
Coca-Cola made up 0.05% of Hoover Financial Advisors's portfolio in Q2 2021, its #114 holding.
Hoover Financial Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 10 quarters since.
Hoover Financial Advisors's Coca-Cola position peaked at $547K in Q4 2018.
2,500 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.