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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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lockerman Financial Group's KO Position: Q3 2024 in Review

Lockerman Financial Group sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 7,055 shares — an estimated $449K sold.

Lockerman Financial Group first reported a position in KO in Q4 2021 and held it in 11 quarters. The position peaked at $472K in Q4 2022. 3,139 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Lockerman Financial Group reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • Lockerman Financial Group sold 7,055 Coca-Cola shares in Q3 2024, an estimated $449K.
  • Lockerman Financial Group first reported a position in Coca-Cola in Q4 2021 and held it in 11 quarters.
  • Lockerman Financial Group's Coca-Cola position peaked at $472K in Q4 2022.
  • 3,139 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Lockerman Financial Group's 13F filing for Q3 2024, filed 15 Oct 2024.