Kenfarb & Co’s Coca-Cola KO Stock Holding History

Kenfarb & Co’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	$22.4K	Hold	400	–	–	0.02%	156
2023 Q2	$24.1K	Hold	400	–	–	0.02%	156
2023 Q1	$24.8K	Hold	400	–	–	0.02%	152
2022 Q4	$25.4K	Hold	400	–	–	0.02%	156
2022 Q3	$22K	Hold	400	–	–	0.02%	159
2022 Q2	$25K	Hold	400	–	–	0.02%	141
2022 Q1	$25K	Hold	400	–	–	0.02%	141
2021 Q4	$24K	Buy	+400	New	+$22.3K	0.02%	144

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

Kenfarb & Co's KO Position: Q3 2023 in Review

Kenfarb & Co held its Coca-Cola (KO) position steady in Q3 2023 at 400 shares worth $22.4K. The position accounts for 0.02% of the portfolio, ranked #156.

Kenfarb & Co first reported a position in KO in Q4 2021 and has held it in 8 quarters since. The position peaked at $25.4K in Q4 2022. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Kenfarb & Co held 400 shares of Coca-Cola worth $22.4K as of Q3 2023.
Kenfarb & Co left its Coca-Cola share count unchanged in Q3 2023.
Coca-Cola made up 0.02% of Kenfarb & Co's portfolio in Q3 2023, its #156 holding.
Kenfarb & Co first reported a position in Coca-Cola in Q4 2021 and has held it in 8 quarters since.
Kenfarb & Co's Coca-Cola position peaked at $25.4K in Q4 2022.
2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.