MD Financial Management
KO icon

MD Financial Management’s Coca-Cola KO Stock Holding History

MD Financial 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
2021
Q4 		$3.1M Buy
52,325
+3,843
+8% +$214K 0.07% 102
2021
Q3 		$2.54M Buy
48,482
+5,690
+13% +$317K 0.06% 126
2021
Q2 		$2.31M Buy
42,792
+41,592
+3,466% +$2.26M 0.07% 143
2021
Q1 		$63K Sell
1,200
-99
-8% -$4.98K ﹤0.01% 191
2020
Q4 		$71K Buy
+1,299
New +$67.2K ﹤0.01% 60

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

MD Financial Management's KO Position: Q4 2021 in Review

MD Financial Management increased its Coca-Cola (KO) stake by 7.9% in Q4 2021, buying an estimated $214K and bringing the position to 52,325 shares worth $3.1M. The position accounts for 0.07% of the portfolio, ranked #102.

MD Financial Management first reported a position in KO in Q4 2020 and has held it in 5 quarters since. 2,732 funds tracked by Wall St. Rank hold KO as of Q4 2021.

  • MD Financial Management held 52,325 shares of Coca-Cola worth $3.1M as of Q4 2021.
  • MD Financial Management bought 3,843 Coca-Cola shares in Q4 2021, an estimated $214K.
  • Coca-Cola made up 0.07% of MD Financial Management's portfolio in Q4 2021, its #102 holding.
  • MD Financial Management first reported a position in Coca-Cola in Q4 2020 and has held it in 5 quarters since.
  • 2,732 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.