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Kelly Financial Services’s Coca-Cola KO Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-1,021
Closed -$65K – 462
2024
Q2 		$65K Buy
1,021
+1
+0.1% +$62 0.02% 200
2024
Q1 		$62.4K Hold
1,020
– – 0.02% 193
2023
Q4 		$60.1K Sell
1,020
-238
-19% -$13.5K 0.02% 186
2023
Q3 		$70.4K Sell
1,258
-145
-10% -$8.7K 0.03% 153
2023
Q2 		$84.5K Buy
1,403
+8
+0.6% +$498 0.04% 135
2023
Q1 		$86.5K Buy
1,395
+171
+14% +$10.4K 0.04% 131
2022
Q4 		$77.8K Buy
1,224
+13
+1% +$785 0.04% 137
2022
Q3 		$67.8K Buy
1,211
+209
+21% +$13K 0.04% 132
2022
Q2 		$63.1K Buy
1,002
+2
+0.2% +$127 0.03% 143
2022
Q1 		$62K Hold
1,000
– – 0.03% 156
2021
Q4 		$59.2K Buy
1,000
+6
+0.6% +$334 0.03% 154
2021
Q3 		$52.2K Sell
994
-59,634
-98% -$3.32M 0.03% 155
2021
Q2 		$1.12M Buy
60,628
+59,511
+5,328% +$3.24M 0.04% 112
2021
Q1 		$58.9K Hold
1,117
– – 0.04% 114
2020
Q4 		$61.2K Sell
1,117
-6
-0.5% -$310 0.04% 102
2020
Q3 		$55.4K Sell
1,123
-20
-2% -$962 0.04% 94
2020
Q2 		$51.1K Buy
1,143
+4
+0.4% +$184 0.04% 89
2020
Q1 		$50.4K Buy
1,139
+25
+2% +$1.35K 0.06% 72
2019
Q4 		$61.7K Buy
1,114
+7
+0.6% +$376 0.05% 70
2019
Q3 		$60.3K Buy
1,107
+3
+0.3% +$161 0.05% 70
2019
Q2 		$56.2K Buy
1,104
+4
+0.4% +$196 0.05% 71
2019
Q1 		$51.5K Buy
+1,100
New +$51.4K 0.06% 76

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kelly Financial Services's KO Position: Q3 2024 in Review

Kelly Financial Services sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 1,021 shares — an estimated $65K sold.

Kelly Financial Services first reported a position in KO in Q1 2019 and held it in 22 quarters. The position peaked at $1.12M in Q2 2021. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Kelly Financial Services reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 1,021 Coca-Cola shares in Q3 2024, an estimated $65K.
  • Kelly Financial Services first reported a position in Coca-Cola in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Coca-Cola position peaked at $1.12M in Q2 2021.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.