RDA Financial Network’s Coca-Cola KO Stock Holding History

RDA Financial Network’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 Q4	–	Sell	-2,800	Closed	-$201K	–	247
2024 Q3	$201K	Buy	+2,800	New	+$192K	0.06%	227
2024 Q1	–	Sell	-3,557	Closed	-$210K	–	228
2023 Q4	$210K	Sell	3,557 -10,813	-75%	-$614K	0.08%	218
2023 Q3	$804K	Buy	14,370 +239	+2%	+$14.3K	0.35%	80
2023 Q2	$851K	Buy	14,131 +322	+2%	+$20K	0.36%	81
2023 Q1	$857K	Buy	13,809 +530	+4%	+$32.1K	0.39%	79
2022 Q4	$845K	Buy	13,279 +692	+5%	+$41.8K	0.42%	74
2022 Q3	$705K	Buy	12,587 +1,217	+11%	+$75.6K	0.38%	76
2022 Q2	$715K	Sell	11,370 -317	-3%	-$20.1K	0.36%	76
2022 Q1	$725K	Buy	11,687 +2,349	+25%	+$143K	0.31%	84
2021 Q4	$553K	Buy	+9,338	New	+$520K	0.23%	107

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 $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

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

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

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

Norges Bank Oslo, Norway $935B AUM