ArchPoint Investors’s Coca-Cola KO Stock Holding History

ArchPoint Investors’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 Q4	–	Sell	-4,572	Closed	-$242K	–	93
2021 Q3	$242K	Buy	+4,572	New	+$255K	0.07%	89
2021 Q2	–	Sell	-1,500	Closed	-$80K	–	79
2021 Q1	$80K	Hold	1,500	–	–	0.02%	93
2020 Q4	$82K	Hold	1,500	–	–	0.02%	90
2020 Q3	$75K	Hold	1,500	–	–	0.02%	87
2020 Q2	$68K	Hold	1,500	–	–	0.02%	93
2020 Q1	$67K	Buy	1,500 +300	+25%	+$16.2K	0.03%	103
2019 Q4	$66K	Hold	1,200	–	–	0.02%	110
2019 Q3	$66K	Hold	1,200	–	–	0.02%	99
2019 Q2	$62K	Hold	1,200	–	–	0.02%	103
2019 Q1	$57K	Hold	1,200	–	–	0.02%	106
2018 Q4	$57K	Hold	1,200	–	–	0.02%	93
2018 Q3	$56K	Hold	1,200	–	–	0.02%	112
2018 Q2	$53K	Hold	1,200	–	–	0.02%	110
2018 Q1	$53K	Hold	1,200	–	–	0.02%	125
2017 Q4	$55K	Hold	1,200	–	–	0.02%	113
2017 Q3	$54K	Hold	1,200	–	–	0.02%	127
2017 Q2	$54K	Hold	1,200	–	–	0.02%	126
2017 Q1	$51K	Buy	+1,200	New	+$50.1K	0.02%	112
2016 Q3	–	Sell	-1,800	Closed	-$82K	–	124
2016 Q2	$82K	Hold	1,800	–	–	0.05%	96
2016 Q1	$84K	Hold	1,800	–	–	0.05%	90
2015 Q4	$77K	Buy	+1,800	New	+$76.4K	0.05%	90

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

ArchPoint Investors's KO Position: Q4 2021 in Review

ArchPoint Investors sold out of Coca-Cola (KO) in Q4 2021, closing a stake of 4,572 shares — an estimated $242K sold.

ArchPoint Investors first reported a position in KO in Q4 2015 and held it in 21 quarters. The position peaked at $242K in Q3 2021. 2,731 funds tracked by Wall St. Rank hold KO as of Q4 2021.

ArchPoint Investors reported no remaining Coca-Cola position as of Q4 2021 after selling out during the quarter.
ArchPoint Investors sold 4,572 Coca-Cola shares in Q4 2021, an estimated $242K.
ArchPoint Investors first reported a position in Coca-Cola in Q4 2015 and held it in 21 quarters.
ArchPoint Investors's Coca-Cola position peaked at $242K in Q3 2021.
2,731 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on ArchPoint Investors's 13F filing for Q4 2021, filed 11 Feb 2022.