Amalgamated Financial’s Coca-Cola KO Stock Holding History

Amalgamated 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
2022 Q1	$62.8M	Buy	+1,013,350	New	+$61.6M	0.5%	28

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Amalgamated Financial's KO Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Coca-Cola (KO) in Q1 2022: 1,013,350 shares worth $62.8M. The stake represents 0.5% of the portfolio and ranks #28 among its holdings.

2,765 funds tracked by Wall St. Rank hold KO as of Q1 2022.

Amalgamated Financial held 1,013,350 shares of Coca-Cola worth $62.8M as of Q1 2022.
Coca-Cola was a new Amalgamated Financial position in Q1 2022.
Coca-Cola made up 0.5% of Amalgamated Financial's portfolio in Q1 2022, its #28 holding.
2,765 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.