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TFO Wealth Partners’s Coca-Cola KO Stock Holding History

TFO Wealth 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
Q2 		– Sell
-7
Closed -$428 – 438
2024
Q1 		$428 Sell
7
-10
-59% -$601 ﹤0.01% 294
2023
Q4 		$1K Hold
17
– – ﹤0.01% 199
2023
Q3 		$1.02K Buy
17
+10
+143% +$600 ﹤0.01% 276
2023
Q2 		$422 Hold
7
– – ﹤0.01% 318
2023
Q1 		$434 Buy
7
+6
+600% +$363 ﹤0.01% 277
2022
Q4 		$140 Buy
+1
New +$60 ﹤0.01% 701
2022
Q3 		– Sell
-160
Closed -$10K – 323
2022
Q2 		$10K Buy
160
+144
+900% +$9.13K ﹤0.01% 127
2022
Q1 		$1K Buy
+16
New +$973 ﹤0.01% 111
2021
Q4 		– Sell
-1
Closed – – 168
2021
Q3 		$0 Buy
+1
New +$56 ﹤0.01% 164
2020
Q4 		– Sell
-102
Closed -$5K – 124
2020
Q3 		$5K Buy
+102
New +$4.91K ﹤0.01% 103

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

TFO Wealth Partners's KO Position: Q2 2024 in Review

TFO Wealth Partners sold out of Coca-Cola (KO) in Q2 2024, closing a stake of 7 shares — an estimated $428 sold.

TFO Wealth Partners first reported a position in KO in Q3 2020 and held it in 10 quarters. The position peaked at $10K in Q2 2022. 3,030 funds tracked by Wall St. Rank hold KO as of Q2 2024.

  • TFO Wealth Partners reported no remaining Coca-Cola position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Coca-Cola shares in Q2 2024, an estimated $428.
  • TFO Wealth Partners first reported a position in Coca-Cola in Q3 2020 and held it in 10 quarters.
  • TFO Wealth Partners's Coca-Cola position peaked at $10K in Q2 2022.
  • 3,030 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.