Johnson Midwest Financial’s Coca-Cola KO Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$131K	Buy	2,333 +12	+0.5%	+$720	0.29%	43
2023 Q2	$140K	Buy	2,321 +162	+8%	+$10.1K	0.12%	41
2023 Q1	$134K	Buy	2,159 +113	+6%	+$6.84K	0.19%	39
2022 Q4	$130K	Buy	2,046 +20	+1%	+$1.21K	0.48%	38
2022 Q3	$113	Buy	2,026 +17	+0.8%	+$1.06K	0.43%	43
2022 Q2	$126K	Buy	2,009 +323	+19%	+$20.5K	0.17%	46
2022 Q1	$105K	Hold	1,686	–	–	0.15%	47
2021 Q4	$100K	Buy	1,686 +9	+0.5%	+$501	0.08%	53
2021 Q3	$88K	Buy	1,677 +104	+7%	+$5.8K	0.07%	62
2021 Q2	$85K	Buy	1,573 +4	+0.3%	+$218	0.08%	62
2021 Q1	$83K	Buy	1,569 +18	+1%	+$906	0.09%	59
2020 Q4	$85K	Buy	+1,551	New	+$80.2K	0.08%	61

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Johnson Midwest Financial's KO Position: Q3 2023 in Review

Johnson Midwest Financial increased its Coca-Cola (KO) stake by 0.52% in Q3 2023, buying an estimated $720 and bringing the position to 2,333 shares worth $131K. The position accounts for 0.29% of the portfolio, ranked #43.

Johnson Midwest Financial first reported a position in KO in Q4 2020 and has held it in 12 quarters since. The position peaked at $140K in Q2 2023. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Johnson Midwest Financial held 2,333 shares of Coca-Cola worth $131K as of Q3 2023.
Johnson Midwest Financial bought 12 Coca-Cola shares in Q3 2023, an estimated $720.
Coca-Cola made up 0.29% of Johnson Midwest Financial's portfolio in Q3 2023, its #43 holding.
Johnson Midwest Financial first reported a position in Coca-Cola in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Coca-Cola position peaked at $140K in Q2 2023.
2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.