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Professional Financial Advisors’s Coca-Cola KO Stock Holding History

Professional Financial Advisors’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
2022
Q4 		– Sell
-279
Closed -$16K – 281
2022
Q3 		$16K Buy
279
+2
+0.7% +$124 0.01% 250
2022
Q2 		$17K Buy
277
+1
+0.4% +$63 0.01% 248
2022
Q1 		$17K Hold
276
– – 0.01% 255
2021
Q4 		$16K Sell
276
-151
-35% -$8.41K 0.01% 272
2021
Q3 		$22K Buy
427
+3
+0.7% +$167 0.01% 204
2021
Q2 		$23K Buy
424
+3
+0.7% +$163 0.01% 208
2021
Q1 		$22K Hold
421
– – 0.01% 189
2020
Q4 		$23K Buy
421
+3
+0.7% +$155 0.02% 183
2020
Q3 		$20K Buy
+418
New +$20.1K 0.02% 169

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Professional Financial Advisors's KO Position: Q4 2022 in Review

Professional Financial Advisors sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 279 shares — an estimated $16K sold.

Professional Financial Advisors first reported a position in KO in Q3 2020 and held it in 9 quarters. The position peaked at $23K in Q2 2021. 2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

  • Professional Financial Advisors reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 279 Coca-Cola shares in Q4 2022, an estimated $16K.
  • Professional Financial Advisors first reported a position in Coca-Cola in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Coca-Cola position peaked at $23K in Q2 2021.
  • 2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.