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
2022 Q1	–	Sell	-1,000	Closed	-$61K	–	66
2021 Q4	$61K	Buy	+1,000	New	+$55.7K	0.07%	74

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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.