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Stonebridge Financial Planning Group’s Coca-Cola KO Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-990
Closed -$60K – 249
2021
Q4 		$60K Hold
990
– – 0.03% 202
2021
Q3 		$56K Hold
990
– – 0.03% 212
2021
Q2 		$54K Hold
990
– – 0.03% 205
2021
Q1 		$53K Hold
990
– – 0.03% 206
2020
Q4 		$54K Hold
990
– – 0.03% 189
2020
Q3 		$50K Hold
990
– – 0.04% 187
2020
Q2 		$44K Hold
990
– – 0.04% 192
2020
Q1 		$47K Buy
990
+300
+43% +$16.2K 0.05% 173
2019
Q4 		$38K Buy
+690
New +$37.1K 0.03% 184

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonebridge Financial Planning Group's KO Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 990 shares — an estimated $60K sold.

Stonebridge Financial Planning Group first reported a position in KO in Q4 2019 and held it in 9 quarters. The position peaked at $60K in Q4 2021. 2,765 funds tracked by Wall St. Rank hold KO as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 990 Coca-Cola shares in Q1 2022, an estimated $60K.
  • Stonebridge Financial Planning Group first reported a position in Coca-Cola in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Coca-Cola position peaked at $60K in Q4 2021.
  • 2,765 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.