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

Johanson 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 Q4	$330K	Buy	5,569 +136	+3%	+$7.57K	0.1%	102
2021 Q3	$285K	Hold	5,433	–	–	0.1%	99
2021 Q2	$307K	Buy	5,433 +647	+14%	+$35.2K	0.1%	97
2021 Q1	$254K	Buy	4,786 +48	+1%	+$2.42K	0.09%	97
2020 Q4	$260K	Buy	4,738 +46	+1%	+$2.38K	0.1%	96
2020 Q3	$232K	Buy	4,692 +209	+5%	+$10.1K	0.1%	94
2020 Q2	$200K	Buy	+4,483	New	+$206K	0.1%	94
2020 Q1	–	Sell	-176,064	Closed	-$3.18M	–	174
2019 Q4	$3.18M	Buy	+176,064	New	+$9.47M	0.15%	83
2016 Q2	–	Sell	-4,708	Closed	-$219K	–	72
2016 Q1	$219K	Hold	4,708	–	–	0.27%	62
2015 Q4	$203K	Buy	+4,708	New	+$200K	0.26%	62

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

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

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

Johanson Financial Advisors's KO Position: Q4 2021 in Review

Johanson Financial Advisors increased its Coca-Cola (KO) stake by 2.5% in Q4 2021, buying an estimated $7.57K and bringing the position to 5,569 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #102.

Johanson Financial Advisors first reported a position in KO in Q4 2015 and has held it in 10 quarters since. The position peaked at $3.18M in Q4 2019. 2,731 funds tracked by Wall St. Rank hold KO as of Q4 2021.

Johanson Financial Advisors held 5,569 shares of Coca-Cola worth $330K as of Q4 2021.
Johanson Financial Advisors bought 136 Coca-Cola shares in Q4 2021, an estimated $7.57K.
Coca-Cola made up 0.1% of Johanson Financial Advisors's portfolio in Q4 2021, its #102 holding.
Johanson Financial Advisors first reported a position in Coca-Cola in Q4 2015 and has held it in 10 quarters since.
Johanson Financial Advisors's Coca-Cola position peaked at $3.18M in Q4 2019.
2,731 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.