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

Landmark 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
2023 Q4	$299K	Buy	5,069 +96	+2%	+$5.45K	0.11%	76
2023 Q3	$278K	Buy	4,973 +74	+2%	+$4.44K	0.11%	77
2023 Q2	$295K	Buy	4,899 +20	+0.4%	+$1.24K	0.12%	72
2023 Q1	$303K	Buy	4,879 +398	+9%	+$24.1K	0.13%	72
2022 Q4	$285K	Buy	4,481 +460	+11%	+$27.8K	0.13%	71
2022 Q3	$225K	Buy	4,021 +685	+21%	+$42.6K	0.12%	75
2022 Q2	$210K	Hold	3,336	–	–	0.1%	78
2022 Q1	$220K	Buy	+3,336	New	+$203K	0.11%	79

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Landmark Financial Advisors's KO Position: Q4 2023 in Review

Landmark Financial Advisors increased its Coca-Cola (KO) stake by 1.9% in Q4 2023, buying an estimated $5.45K and bringing the position to 5,069 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #76.

Landmark Financial Advisors first reported a position in KO in Q1 2022 and has held it in 8 quarters since. The position peaked at $303K in Q1 2023. 2,994 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Landmark Financial Advisors held 5,069 shares of Coca-Cola worth $299K as of Q4 2023.
Landmark Financial Advisors bought 96 Coca-Cola shares in Q4 2023, an estimated $5.45K.
Coca-Cola made up 0.11% of Landmark Financial Advisors's portfolio in Q4 2023, its #76 holding.
Landmark Financial Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 8 quarters since.
Landmark Financial Advisors's Coca-Cola position peaked at $303K in Q1 2023.
2,994 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.