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

Steward 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
2023 Q3	$44K	Buy	801 +60	+8%	+$3.6K	0.01%	160
2023 Q2	$44K	Buy	+741	New	+$46.1K	0.01%	158
2022 Q3	–	Sell	-608	Closed	-$38K	–	736
2022 Q2	$38K	Sell	608 -60	-9%	-$3.8K	0.03%	113
2022 Q1	$41K	Buy	668 +651	+3,829%	+$39.6K	0.04%	98
2021 Q4	$1K	Buy	+17	New	+$947	﹤0.01%	243

Other funds holding KO

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

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

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

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

Steward Financial Group's KO Position: Q3 2023 in Review

Steward Financial Group increased its Coca-Cola (KO) stake by 8.1% in Q3 2023, buying an estimated $3.6K and bringing the position to 801 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #160.

Steward Financial Group first reported a position in KO in Q4 2021 and has held it in 5 quarters since. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Steward Financial Group held 801 shares of Coca-Cola worth $44K as of Q3 2023.
Steward Financial Group bought 60 Coca-Cola shares in Q3 2023, an estimated $3.6K.
Coca-Cola made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #160 holding.
Steward Financial Group first reported a position in Coca-Cola in Q4 2021 and has held it in 5 quarters since.
2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.