Berkeley Inc’s Coca-Cola KO Stock Holding History

Berkeley Inc’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 Q2	–	Sell	-4,662	Closed	-$246K	–	87
2021 Q1	$246K	Hold	4,662	–	–	0.18%	72
2020 Q4	$256K	Buy	+4,662	New	+$241K	0.21%	70

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berkeley Inc's KO Position: Q2 2021 in Review

Berkeley Inc sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 4,662 shares — an estimated $246K sold.

Berkeley Inc first reported a position in KO in Q4 2020 and held it in 2 quarters. The position peaked at $256K in Q4 2020. 2,500 funds tracked by Wall St. Rank hold KO as of Q2 2021.

Berkeley Inc reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
Berkeley Inc sold 4,662 Coca-Cola shares in Q2 2021, an estimated $246K.
Berkeley Inc first reported a position in Coca-Cola in Q4 2020 and held it in 2 quarters.
Berkeley Inc's Coca-Cola position peaked at $256K in Q4 2020.
2,500 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Berkeley Inc's 13F filing for Q2 2021, filed 4 Mar 2025.