Triad Financial Advisors’s Coca-Cola KO Stock Holding History

Triad Financial Advisors’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	$400K	Buy	7,139 +871	+14%	+$52.2K	0.14%	59
2023 Q2	$377K	Buy	6,268 +2	+0%	+$124	0.16%	56
2023 Q1	$389K	Sell	6,266 -991	-14%	-$60K	0.17%	55
2022 Q4	$462K	Buy	7,257 +218	+3%	+$13.2K	0.21%	51
2022 Q3	$394K	Buy	7,039 +83	+1%	+$5.16K	0.21%	51
2022 Q2	$438K	Sell	6,956 -252	-3%	-$16K	0.24%	49
2022 Q1	$447K	Sell	7,208 -1,922	-21%	-$117K	0.24%	56
2021 Q4	$541K	Buy	+9,130	New	+$508K	0.32%	48

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

Triad Financial Advisors's KO Position: Q3 2023 in Review

Triad Financial Advisors increased its Coca-Cola (KO) stake by 14% in Q3 2023, buying an estimated $52.2K and bringing the position to 7,139 shares worth $400K. The position accounts for 0.14% of the portfolio, ranked #59.

Triad Financial Advisors first reported a position in KO in Q4 2021 and has held it in 8 quarters since. The position peaked at $541K in Q4 2021. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Triad Financial Advisors held 7,139 shares of Coca-Cola worth $400K as of Q3 2023.
Triad Financial Advisors bought 871 Coca-Cola shares in Q3 2023, an estimated $52.2K.
Coca-Cola made up 0.14% of Triad Financial Advisors's portfolio in Q3 2023, its #59 holding.
Triad Financial Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Coca-Cola position peaked at $541K in Q4 2021.
2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.