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Caerus Investment Advisors’s Coca-Cola KO Stock Holding History

Caerus Investment Advisors’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
Q1 		– Sell
-3,847
Closed -$245K – 51
2022
Q4 		$245K Hold
3,847
– – 0.37% 37
2022
Q3 		$216K Sell
3,847
-1,000
-21% -$62.2K 0.27% 50
2022
Q2 		$305K Hold
4,847
– – 0.37% 48
2022
Q1 		$313K Buy
4,847
+47
+1% +$2.86K 0.38% 42
2021
Q4 		$284K Buy
+4,800
New +$267K 0.31% 47

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Caerus Investment Advisors's KO Position: Q1 2023 in Review

Caerus Investment Advisors sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 3,847 shares — an estimated $245K sold.

Caerus Investment Advisors first reported a position in KO in Q4 2021 and held it in 5 quarters. The position peaked at $313K in Q1 2022. 2,872 funds tracked by Wall St. Rank hold KO as of Q1 2023.

  • Caerus Investment Advisors reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
  • Caerus Investment Advisors sold 3,847 Coca-Cola shares in Q1 2023, an estimated $245K.
  • Caerus Investment Advisors first reported a position in Coca-Cola in Q4 2021 and held it in 5 quarters.
  • Caerus Investment Advisors's Coca-Cola position peaked at $313K in Q1 2022.
  • 2,872 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Caerus Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.