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

Source 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
2024
Q3 		$321K Buy
4,463
+8
+0.2% +$548 0.09% 93
2024
Q2 		$284K Sell
4,455
-2
-0% -$124 0.09% 96
2024
Q1 		$273K Sell
4,457
-947
-18% -$56.9K 0.08% 99
2023
Q4 		$318K Buy
5,404
+1,040
+24% +$59.1K 0.1% 99
2023
Q3 		$244K Sell
4,364
-1,202
-22% -$72.1K 0.08% 109
2023
Q2 		$335K Buy
5,566
+456
+9% +$28.4K 0.11% 101
2023
Q1 		$317K Buy
5,110
+694
+16% +$42K 0.11% 99
2022
Q4 		$281K Buy
4,416
+354
+9% +$21.4K 0.11% 105
2022
Q3 		$227K Sell
4,062
-76
-2% -$4.72K 0.09% 104
2022
Q2 		$260K Buy
4,138
+198
+5% +$12.6K 0.1% 101
2022
Q1 		$244K Sell
3,940
-514
-12% -$31.3K 0.07% 105
2021
Q4 		$264K Sell
4,454
-725
-14% -$40.4K 0.07% 97
2021
Q3 		$272K Buy
5,179
+13
+0.3% +$725 0.07% 94
2021
Q2 		$279K Buy
5,166
+16
+0.3% +$871 0.07% 93
2021
Q1 		$271K Buy
+5,150
New +$259K 0.07% 96

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

Source Financial Advisors's KO Position: Q3 2024 in Review

Source Financial Advisors increased its Coca-Cola (KO) stake by 0.18% in Q3 2024, buying an estimated $548 and bringing the position to 4,463 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #93.

Source Financial Advisors first reported a position in KO in Q1 2021 and has held it in 15 quarters since. The position peaked at $335K in Q2 2023. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Source Financial Advisors held 4,463 shares of Coca-Cola worth $321K as of Q3 2024.
  • Source Financial Advisors bought 8 Coca-Cola shares in Q3 2024, an estimated $548.
  • Coca-Cola made up 0.09% of Source Financial Advisors's portfolio in Q3 2024, its #93 holding.
  • Source Financial Advisors first reported a position in Coca-Cola in Q1 2021 and has held it in 15 quarters since.
  • Source Financial Advisors's Coca-Cola position peaked at $335K in Q2 2023.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.