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

Peterson 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 		$244K Buy
3,399
+15
+0.4% +$1.03K 0.94% 31
2024
Q2 		$215K Buy
3,384
+45
+1% +$2.79K 1.31% 31
2024
Q1 		$204K Buy
+3,339
New +$201K 1.33% 29
2023
Q1 		– Sell
-3,431
Closed -$218K – 48
2022
Q4 		$218K Buy
+3,431
New +$207K 0.29% 72
2022
Q3 		– Sell
-3,635
Closed -$229K – 77
2022
Q2 		$229K Sell
3,635
-89
-2% -$5.64K 0.22% 70
2022
Q1 		$231K Sell
3,724
-93
-2% -$5.66K 0.19% 75
2021
Q4 		$226K Buy
+3,817
New +$213K 0.18% 78

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
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

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

Peterson Financial Group increased its Coca-Cola (KO) stake by 0.44% in Q3 2024, buying an estimated $1.03K and bringing the position to 3,399 shares worth $244K. The position accounts for 0.94% of the portfolio, ranked #31.

Peterson Financial Group first reported a position in KO in Q4 2021 and has held it in 7 quarters since. 3,134 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Peterson Financial Group held 3,399 shares of Coca-Cola worth $244K as of Q3 2024.
  • Peterson Financial Group bought 15 Coca-Cola shares in Q3 2024, an estimated $1.03K.
  • Coca-Cola made up 0.94% of Peterson Financial Group's portfolio in Q3 2024, its #31 holding.
  • Peterson Financial Group first reported a position in Coca-Cola in Q4 2021 and has held it in 7 quarters since.
  • 3,134 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.