KB Financial Partners’s Coca-Cola KO Stock Holding History

KB Financial Partners’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	$28K	Hold	501	–	–	0.01%	321
2023 Q2	$30K	Hold	501	–	–	0.01%	324
2023 Q1	$31K	Hold	501	–	–	0.01%	317
2022 Q4	$32K	Sell	501 -19	-4%	-$1.15K	0.01%	308
2022 Q3	$29K	Hold	520	–	–	0.01%	305
2022 Q2	$33K	Sell	520 -7,088	-93%	-$449K	0.01%	291
2022 Q1	$472K	Buy	7,608 +241	+3%	+$14.7K	0.13%	88
2021 Q4	$436K	Buy	7,367 +433	+6%	+$24.1K	0.13%	93
2021 Q3	$364K	Buy	6,934 +596	+9%	+$33.2K	0.13%	99
2021 Q2	$343K	Sell	6,338 -386	-6%	-$21K	0.13%	97
2021 Q1	$354K	Buy	+6,724	New	+$338K	0.15%	68

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

KB Financial Partners's KO Position: Q3 2023 in Review

KB Financial Partners held its Coca-Cola (KO) position steady in Q3 2023 at 501 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #321.

KB Financial Partners first reported a position in KO in Q1 2021 and has held it in 11 quarters since. The position peaked at $472K in Q1 2022. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

KB Financial Partners held 501 shares of Coca-Cola worth $28K as of Q3 2023.
KB Financial Partners left its Coca-Cola share count unchanged in Q3 2023.
Coca-Cola made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #321 holding.
KB Financial Partners first reported a position in Coca-Cola in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Coca-Cola position peaked at $472K in Q1 2022.
2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.