Acrisure Capital Management’s Coca-Cola KO Stock Holding History

Acrisure Capital Management’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 Q1	–	Sell	-5,555	Closed	-$353K	–	320
2022 Q4	$353K	Buy	+5,555	New	+$335K	0.39%	88

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Acrisure Capital Management's KO Position: Q1 2023 in Review

Acrisure Capital Management sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 5,555 shares — an estimated $353K sold.

Acrisure Capital Management first reported a position in KO in Q4 2022 and held it in 1 quarter. The position peaked at $353K in Q4 2022. 2,871 funds tracked by Wall St. Rank hold KO as of Q1 2023.

Acrisure Capital Management reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
Acrisure Capital Management sold 5,555 Coca-Cola shares in Q1 2023, an estimated $353K.
Acrisure Capital Management first reported a position in Coca-Cola in Q4 2022 and held it in 1 quarter.
Acrisure Capital Management's Coca-Cola position peaked at $353K in Q4 2022.
2,871 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Acrisure Capital Management's 13F filing for Q1 2023, filed 15 May 2023.