Williams Financial’s Coca-Cola KO Stock Holding History

Williams Financial’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
2021 Q3	–	Sell	-7,064	Closed	-$382K	–	42
2021 Q2	$382K	Buy	7,064 +181	+3%	+$9.85K	0.31%	35
2021 Q1	$363K	Buy	+6,883	New	+$346K	0.31%	36

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Williams Financial's KO Position: Q3 2021 in Review

Williams Financial sold out of Coca-Cola (KO) in Q3 2021, closing a stake of 7,064 shares — an estimated $382K sold.

Williams Financial first reported a position in KO in Q1 2021 and held it in 2 quarters. The position peaked at $382K in Q2 2021. 2,481 funds tracked by Wall St. Rank hold KO as of Q3 2021.

Williams Financial reported no remaining Coca-Cola position as of Q3 2021 after selling out during the quarter.
Williams Financial sold 7,064 Coca-Cola shares in Q3 2021, an estimated $382K.
Williams Financial first reported a position in Coca-Cola in Q1 2021 and held it in 2 quarters.
Williams Financial's Coca-Cola position peaked at $382K in Q2 2021.
2,481 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Williams Financial's 13F filing for Q3 2021, filed 9 Nov 2021.