PFS Investments’s Coca-Cola KO Stock Holding History

PFS Investments’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
2023 Q2	$8.65M	Buy	143,663 +8,033	+6%	+$500K	0.14%	145
2023 Q1	$8.52M	Buy	135,630 +5,006	+4%	+$303K	0.15%	140
2022 Q4	$8.31M	Buy	130,624 +7,665	+6%	+$463K	0.16%	135
2022 Q3	$6.89K	Buy	122,959 +6,487	+6%	+$403K	0.13%	135
2022 Q2	$7.33M	Sell	116,472 -8,071	-6%	-$512K	0.15%	136
2022 Q1	$7.72M	Buy	124,543 +11,795	+10%	+$717K	0.15%	138
2021 Q4	$6.68M	Buy	112,748 +23,400	+26%	+$1.3M	0.13%	159
2021 Q3	$5.03M	Buy	89,348 +3,291	+4%	+$183K	0.1%	175
2021 Q2	$4.69M	Buy	86,057 +5,641	+7%	+$307K	0.11%	172
2021 Q1	$4.24M	Buy	80,416 +14,563	+22%	+$733K	0.11%	171
2020 Q4	$3.31M	Buy	65,853 +5,011	+8%	+$259K	0.09%	180
2020 Q3	$3M	Buy	60,842 +5,191	+9%	+$250K	0.1%	163
2020 Q2	$2.49M	Buy	55,651 +9,819	+21%	+$452K	0.09%	150
2020 Q1	$2.03M	Buy	45,832 +18,176	+66%	+$982K	0.09%	146
2019 Q4	$1.53M	Buy	27,656 +12,464	+82%	+$670K	0.06%	162
2019 Q3	$827K	Buy	15,192 +7,635	+101%	+$409K	0.04%	158
2019 Q2	$394K	Buy	+7,557	New	+$370K	0.02%	166

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.47T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM