Houlihan Financial Resource Group’s Coca-Cola KO Stock Holding History

Houlihan Financial Resource Group’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
2020 Q3	$127K	Buy	+2,373	New	+$114K	0.07%	116

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

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

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

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

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

Houlihan Financial Resource Group's KO Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Coca-Cola (KO) in Q3 2020: 2,373 shares worth $127K. The stake represents 0.07% of the portfolio and ranks #116 among its holdings.

2,300 funds tracked by Wall St. Rank hold KO as of Q3 2020.

Houlihan Financial Resource Group held 2,373 shares of Coca-Cola worth $127K as of Q3 2020.
Coca-Cola was a new Houlihan Financial Resource Group position in Q3 2020.
Coca-Cola made up 0.07% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #116 holding.
2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.