Lehman & Derafelo Financial Resources’s Coca-Cola KO Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	$359K	Buy	5,642 +400	+8%	+$24.1K	0.11%	74
2022 Q3	$296K	Sell	5,242 -100	-2%	-$6.21K	0.09%	75
2022 Q2	$338K	Buy	5,342 +702	+15%	+$44.5K	0.1%	74
2022 Q1	$290K	Buy	4,640 +723	+18%	+$44K	0.08%	85
2021 Q4	$232K	Hold	3,917	–	–	0.07%	96
2021 Q3	$206K	Sell	3,917 -1,285	-25%	-$71.6K	0.07%	103
2021 Q2	$281K	Hold	5,202	–	–	0.08%	93
2021 Q1	$274K	Hold	5,202	–	–	0.08%	94
2020 Q4	$285K	Buy	5,202 +194	+4%	+$10K	0.09%	88
2020 Q3	$247K	Hold	5,008	–	–	0.08%	108
2020 Q2	$224K	Buy	5,008 +2	+0%	+$92	0.08%	107
2020 Q1	$222K	Hold	5,006	–	–	0.09%	82
2019 Q4	$277K	Buy	5,006 +6	+0.1%	+$323	0.1%	79
2019 Q3	$272K	Buy	5,000 +200	+4%	+$10.7K	0.1%	82
2019 Q2	$250K	Buy	+4,800	New	+$235K	0.1%	83

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's KO Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Coca-Cola (KO) stake by 7.6% in Q4 2022, buying an estimated $24.1K and bringing the position to 5,642 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #74.

Lehman & Derafelo Financial Resources first reported a position in KO in Q2 2019 and has held it in 15 quarters since. 2,877 funds tracked by Wall St. Rank hold KO as of Q4 2022.

Lehman & Derafelo Financial Resources held 5,642 shares of Coca-Cola worth $359K as of Q4 2022.
Lehman & Derafelo Financial Resources bought 400 Coca-Cola shares in Q4 2022, an estimated $24.1K.
Coca-Cola made up 0.11% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #74 holding.
Lehman & Derafelo Financial Resources first reported a position in Coca-Cola in Q2 2019 and has held it in 15 quarters since.
2,877 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.