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

Camarda 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
Q3 		– Sell
-5,325
Closed -$288K – 98
2021
Q2 		$288K Hold
5,325
– – 0.18% 76
2021
Q1 		$281K Buy
+5,325
New +$268K 0.2% 78
2019
Q3 		– Sell
-337
Closed -$17K – 277
2019
Q2 		$17K Buy
337
+184
+120% +$9.02K 0.03% 127
2019
Q1 		$7K Buy
153
+49
+47% +$2.29K 0.01% 209
2018
Q4 		$5K Sell
104
-1,560
-94% -$74.7K 0.01% 145
2018
Q3 		$77K Buy
1,664
+1,560
+1,500% +$71.3K 0.09% 91
2018
Q2 		$5K Hold
104
– – 0.01% 177
2018
Q1 		$5K Hold
104
– – 0.01% 162
2017
Q4 		$5K Sell
104
-210
-67% -$9.65K 0.01% 166
2017
Q3 		$14K Sell
314
-75
-19% -$3.41K 0.02% 165
2017
Q2 		$17K Buy
389
+79
+25% +$3.49K 0.02% 157
2017
Q1 		$13K Sell
310
-12,449
-98% -$519K 0.01% 145
2016
Q4 		$529K Buy
12,759
+12,549
+5,976% +$522K 0.36% 73
2016
Q3 		$9K Sell
210
-208
-50% -$9.12K 0.01% 181
2016
Q2 		$19K Sell
418
-2,418
-85% -$109K 0.01% 176
2016
Q1 		$132K Buy
2,836
+2,628
+1,263% +$114K 0.08% 122
2015
Q4 		$9K Hold
208
– – 0.01% 203
2015
Q3 		$8K Hold
208
– – 0.01% 147
2015
Q2 		$8K Sell
208
-2,127
-91% -$86.5K ﹤0.01% 184
2015
Q1 		$95K Buy
2,335
+208
+10% +$8.7K 0.05% 105
2014
Q4 		$90K Hold
2,127
– – 0.06% 103
2014
Q3 		$91K Hold
2,127
– – 0.06% 98
2014
Q2 		$90K Hold
2,127
– – 0.06% 101
2014
Q1 		$82K Buy
+2,127
New +$82.2K 0.06% 103
2013
Q3 		– Sell
-102
Closed -$4K – 167
2013
Q2 		$4K Buy
+102
New +$4.22K ﹤0.01% 217

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

Camarda Financial Advisors's KO Position: Q3 2021 in Review

Camarda Financial Advisors sold out of Coca-Cola (KO) in Q3 2021, closing a stake of 5,325 shares — an estimated $288K sold.

Camarda Financial Advisors first reported a position in KO in Q2 2013 and held it in 25 quarters. The position peaked at $529K in Q4 2016. 2,480 funds tracked by Wall St. Rank hold KO as of Q3 2021.

  • Camarda Financial Advisors reported no remaining Coca-Cola position as of Q3 2021 after selling out during the quarter.
  • Camarda Financial Advisors sold 5,325 Coca-Cola shares in Q3 2021, an estimated $288K.
  • Camarda Financial Advisors first reported a position in Coca-Cola in Q2 2013 and held it in 25 quarters.
  • Camarda Financial Advisors's Coca-Cola position peaked at $529K in Q4 2016.
  • 2,480 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Camarda Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.