CWMU
KO icon

Caliber Wealth Management (Utah)’s Coca-Cola KO Stock Holding History

Caliber Wealth Management (Utah)’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
Q3 		– Sell
-4,655
Closed -$252K – 74
2021
Q2 		$252K Sell
4,655
-15,778
-77% -$858K 0.18% 72
2021
Q1 		$1.08M Buy
20,433
+593
+3% +$29.8K 0.78% 45
2020
Q4 		$1.09M Buy
+19,840
New +$1.03M 1.07% 44

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Caliber Wealth Management (Utah)'s KO Position: Q3 2021 in Review

Caliber Wealth Management (Utah) sold out of Coca-Cola (KO) in Q3 2021, closing a stake of 4,655 shares — an estimated $252K sold.

Caliber Wealth Management (Utah) first reported a position in KO in Q4 2020 and held it in 3 quarters. The position peaked at $1.09M in Q4 2020. 2,481 funds tracked by Wall St. Rank hold KO as of Q3 2021.

  • Caliber Wealth Management (Utah) reported no remaining Coca-Cola position as of Q3 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 4,655 Coca-Cola shares in Q3 2021, an estimated $252K.
  • Caliber Wealth Management (Utah) first reported a position in Coca-Cola in Q4 2020 and held it in 3 quarters.
  • Caliber Wealth Management (Utah)'s Coca-Cola position peaked at $1.09M in Q4 2020.
  • 2,481 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q3 2021, filed 25 Oct 2021.