Beck Bode LLC’s Coca-Cola KO Stock Holding History

Beck Bode LLC’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	-67,346	Closed	-$4.18M	–	151
2023 Q1	$4.18M	Buy	+67,346	New	+$4.08M	1.03%	32
2021 Q3	–	Sell	-1,358	Closed	-$73K	–	194
2021 Q2	$73K	Buy	+1,358	New	+$73.9K	0.02%	113
2020 Q4	–	Sell	-1,335	Closed	-$66K	–	152
2020 Q3	$66K	Buy	+1,335	New	+$64.2K	0.02%	94

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Beck Bode LLC's KO Position: Q2 2023 in Review

Beck Bode LLC sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 67,346 shares — an estimated $4.18M sold.

Beck Bode LLC first reported a position in KO in Q3 2020 and held it in 3 quarters. The position peaked at $4.18M in Q1 2023. 2,883 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Beck Bode LLC reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
Beck Bode LLC sold 67,346 Coca-Cola shares in Q2 2023, an estimated $4.18M.
Beck Bode LLC first reported a position in Coca-Cola in Q3 2020 and held it in 3 quarters.
Beck Bode LLC's Coca-Cola position peaked at $4.18M in Q1 2023.
2,883 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Beck Bode LLC's 13F filing for Q2 2023, filed 10 Aug 2023.