LFS Asset Management’s Coca-Cola KO Stock Holding History

LFS Asset Management’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 Q3	–	Sell	-87,654	Closed	-$5.51M	–	59
2022 Q2	$5.51M	Buy	+87,654	New	+$5.56M	4.48%	4

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

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

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

LFS Asset Management's KO Position: Q3 2022 in Review

LFS Asset Management sold out of Coca-Cola (KO) in Q3 2022, closing a stake of 87,654 shares — an estimated $5.51M sold.

LFS Asset Management first reported a position in KO in Q2 2022 and held it in 1 quarter. The position peaked at $5.51M in Q2 2022. 2,736 funds tracked by Wall St. Rank hold KO as of Q3 2022.

LFS Asset Management reported no remaining Coca-Cola position as of Q3 2022 after selling out during the quarter.
LFS Asset Management sold 87,654 Coca-Cola shares in Q3 2022, an estimated $5.51M.
LFS Asset Management first reported a position in Coca-Cola in Q2 2022 and held it in 1 quarter.
LFS Asset Management's Coca-Cola position peaked at $5.51M in Q2 2022.
2,736 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.