SFP
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Sweet Financial Partners’s Coca-Cola KO Stock Holding History

Sweet Financial Partners’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 		$2.51M Sell
34,923
-973
-3% -$66.6K 0.54% 44
2024
Q2 		$2.28M Buy
35,896
+3,182
+10% +$197K 0.52% 44
2024
Q1 		$2M Buy
32,714
+8,527
+35% +$512K 0.46% 47
2023
Q4 		$1.43M Sell
24,187
-4,731
-16% -$269K 0.34% 63
2023
Q3 		$1.62M Buy
28,918
+2,676
+10% +$161K 0.43% 51
2023
Q2 		$1.58M Buy
26,242
+8,265
+46% +$514K 0.41% 55
2023
Q1 		$1.12M Buy
17,977
+5,834
+48% +$353K 0.31% 61
2022
Q4 		$772K Buy
12,143
+2,000
+20% +$121K 0.23% 63
2022
Q3 		$568K Buy
+10,143
New +$630K 0.18% 79

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sweet Financial Partners's KO Position: Q3 2024 in Review

Sweet Financial Partners reduced its Coca-Cola (KO) stake by 2.7% in Q3 2024, selling an estimated $66.6K and leaving 34,923 shares worth $2.51M. The position accounts for 0.54% of the portfolio, ranked #44.

Sweet Financial Partners first reported a position in KO in Q3 2022 and has held it in 9 quarters since. 3,139 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Sweet Financial Partners held 34,923 shares of Coca-Cola worth $2.51M as of Q3 2024.
  • Sweet Financial Partners sold 973 Coca-Cola shares in Q3 2024, an estimated $66.6K.
  • Coca-Cola made up 0.54% of Sweet Financial Partners's portfolio in Q3 2024, its #44 holding.
  • Sweet Financial Partners first reported a position in Coca-Cola in Q3 2022 and has held it in 9 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.