Ayalon Insurance Company’s Coca-Cola KO Stock Holding History

Ayalon Insurance Company’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 Q2	–	Sell	-810	Closed	-$57K	–	100
2023 Q1	$57K	Sell	810 -18,560	-96%	-$1.12M	0.02%	83
2022 Q4	$1.23M	Hold	19,370	–	–	0.58%	41
2022 Q3	$1.09M	Hold	19,370	–	–	0.51%	41
2022 Q2	$1.23M	Hold	19,370	–	–	0.58%	44
2022 Q1	$1.21M	Buy	19,370 +18,070	+1,390%	+$1.1M	0.41%	67
2021 Q4	$77K	Buy	+1,300	New	+$72.4K	0.03%	114

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

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

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

Ayalon Insurance Company's KO Position: Q2 2023 in Review

Ayalon Insurance Company sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 810 shares — an estimated $57K sold.

Ayalon Insurance Company first reported a position in KO in Q4 2021 and held it in 6 quarters. The position peaked at $1.23M in Q4 2022. 2,881 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Ayalon Insurance Company reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
Ayalon Insurance Company sold 810 Coca-Cola shares in Q2 2023, an estimated $57K.
Ayalon Insurance Company first reported a position in Coca-Cola in Q4 2021 and held it in 6 quarters.
Ayalon Insurance Company's Coca-Cola position peaked at $1.23M in Q4 2022.
2,881 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Ayalon Insurance Company's 13F filing for Q2 2023, filed 17 Jul 2023.