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

Sunburst 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
2022 Q3	–	Sell	-3,234	Closed	-$203K	–	84
2022 Q2	$203K	Sell	3,234 -15	-0.5%	-$951	0.1%	81
2022 Q1	$201K	Buy	+3,249	New	+$198K	0.1%	74
2021 Q1	–	Sell	-3,781	Closed	-$207K	–	62
2020 Q4	$207K	Buy	+3,781	New	+$195K	0.16%	58

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sunburst Financial Group's KO Position: Q3 2022 in Review

Sunburst Financial Group sold out of Coca-Cola (KO) in Q3 2022, closing a stake of 3,234 shares — an estimated $203K sold.

Sunburst Financial Group first reported a position in KO in Q4 2020 and held it in 3 quarters. The position peaked at $207K in Q4 2020. 2,737 funds tracked by Wall St. Rank hold KO as of Q3 2022.

Sunburst Financial Group reported no remaining Coca-Cola position as of Q3 2022 after selling out during the quarter.
Sunburst Financial Group sold 3,234 Coca-Cola shares in Q3 2022, an estimated $203K.
Sunburst Financial Group first reported a position in Coca-Cola in Q4 2020 and held it in 3 quarters.
Sunburst Financial Group's Coca-Cola position peaked at $207K in Q4 2020.
2,737 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Sunburst Financial Group's 13F filing for Q3 2022, filed 14 Oct 2022.