Lockerman Financial Group’s Coca-Cola KO Stock Holding History

Lockerman Financial Group’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	-7,055	Closed	-$449K	–	106
2024 Q2	$449K	Buy	7,055 +2	+0%	+$124	0.81%	36
2024 Q1	$432K	Sell	7,053 -107	-1%	-$6.43K	0.83%	37
2023 Q4	$422K	Sell	7,160 -153	-2%	-$8.69K	0.98%	29
2023 Q3	$409K	Sell	7,313 -66	-0.9%	-$3.96K	1.1%	28
2023 Q2	$444K	Sell	7,379 -72	-1%	-$4.48K	1.23%	21
2023 Q1	$462K	Buy	7,451 +35	+0.5%	+$2.12K	1.27%	21
2022 Q4	$472K	Buy	7,416 +104	+1%	+$6.28K	1.38%	22
2022 Q3	$410K	Buy	7,312 +779	+12%	+$48.4K	1.18%	22
2022 Q2	$411K	Buy	6,533 +750	+13%	+$47.5K	1.31%	20
2022 Q1	$358K	Hold	5,783	–	–	0.97%	24
2021 Q4	$342K	Buy	+5,783	New	+$322K	0.89%	29

Other funds holding KO

Berkshire Hathaway

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

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

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