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

Barometer 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
2022 Q3	–	Sell	-17,000	Closed	-$1.05M	–	82
2022 Q2	$1.05M	Buy	+17,000	New	+$1.08M	0.43%	36
2016 Q2	–	Sell	-14,000	Closed	-$649K	–	166
2016 Q1	$649K	Buy	+14,000	New	+$609K	0.06%	123

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Barometer Capital Management's KO Position: Q3 2022 in Review

Barometer Capital Management sold out of Coca-Cola (KO) in Q3 2022, closing a stake of 17,000 shares — an estimated $1.05M sold.

Barometer Capital Management first reported a position in KO in Q1 2016 and held it in 2 quarters. The position peaked at $1.05M in Q2 2022. 2,739 funds tracked by Wall St. Rank hold KO as of Q3 2022.

Barometer Capital Management reported no remaining Coca-Cola position as of Q3 2022 after selling out during the quarter.
Barometer Capital Management sold 17,000 Coca-Cola shares in Q3 2022, an estimated $1.05M.
Barometer Capital Management first reported a position in Coca-Cola in Q1 2016 and held it in 2 quarters.
Barometer Capital Management's Coca-Cola position peaked at $1.05M in Q2 2022.
2,739 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Barometer Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.