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Cahill Financial Advisors’s Coca-Cola KO Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-1,119
Closed -$59K – 509
2021
Q3 		$59K Buy
+1,119
New +$62.4K 0.01% 321
2014
Q4 		– Sell
-6,183
Closed -$264K – 108
2014
Q3 		$264K Sell
6,183
-2,528
-29% -$105K 0.21% 93
2014
Q2 		$369K Sell
8,711
-241
-3% -$9.78K 0.29% 77
2014
Q1 		$347K Sell
8,952
-7,050
-44% -$272K 0.3% 73
2013
Q4 		$662K Buy
+16,002
New +$631K 0.57% 45

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cahill Financial Advisors's KO Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Coca-Cola (KO) in Q4 2021, closing a stake of 1,119 shares — an estimated $59K sold.

Cahill Financial Advisors first reported a position in KO in Q4 2013 and held it in 5 quarters. The position peaked at $662K in Q4 2013. 2,732 funds tracked by Wall St. Rank hold KO as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Coca-Cola position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 1,119 Coca-Cola shares in Q4 2021, an estimated $59K.
  • Cahill Financial Advisors first reported a position in Coca-Cola in Q4 2013 and held it in 5 quarters.
  • Cahill Financial Advisors's Coca-Cola position peaked at $662K in Q4 2013.
  • 2,732 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.