Cambiar Investors’s Coca-Cola KO Stock Holding History

Cambiar Investors’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 Q1	–	Sell	-5,500	Closed	-$302K	–	155
2020 Q4	$302K	Buy	5,500 +10	+0.2%	+$517	0.01%	146
2020 Q3	$271K	Buy	5,490 +365	+7%	+$17.6K	0.01%	145
2020 Q2	$229K	Buy	+5,125	New	+$236K	0.01%	146
2019 Q1	–	Sell	-668,979	Closed	-$31.7M	–	166
2018 Q4	$31.7M	Sell	668,979 -480,660	-42%	-$23M	0.72%	35
2018 Q3	$53.1M	Sell	1,149,639 -24,669	-2%	-$1.13M	0.96%	27
2018 Q2	$51.5M	Sell	1,174,308 -14,055	-1%	-$607K	0.86%	34
2018 Q1	$51.6M	Sell	1,188,363 -16,390	-1%	-$736K	0.82%	31
2017 Q4	$55.3M	Sell	1,204,753 -67,000	-5%	-$3.08M	0.87%	31
2017 Q3	$57.2M	Sell	1,271,753 -164,806	-11%	-$7.5M	0.9%	30
2017 Q2	$64.4M	Sell	1,436,559 -36,474	-2%	-$1.61M	1.01%	28
2017 Q1	$62.5M	Sell	1,473,033 -41,422	-3%	-$1.73M	1.04%	27
2016 Q4	$62.8M	Sell	1,514,455 -82,991	-5%	-$3.45M	1.08%	30
2016 Q3	$67.6M	Sell	1,597,446 -294,100	-16%	-$12.9M	0.98%	38
2016 Q2	$85.7M	Sell	1,891,546 -60,211	-3%	-$2.72M	1.22%	28
2016 Q1	$90.5M	Sell	1,951,757 -716,268	-27%	-$31.2M	1.3%	27
2015 Q4	$115M	Buy	2,668,025 +10,831	+0.4%	+$460K	1.65%	10
2015 Q3	$107M	Sell	2,657,194 -32,137	-1%	-$1.29M	1.57%	8
2015 Q2	$106M	Buy	+2,689,331	New	+$109M	1.48%	20

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambiar Investors's KO Position: Q1 2021 in Review

Cambiar Investors sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 5,500 shares — an estimated $302K sold.

Cambiar Investors first reported a position in KO in Q2 2015 and held it in 18 quarters. The position peaked at $115M in Q4 2015. 2,485 funds tracked by Wall St. Rank hold KO as of Q1 2021.

Cambiar Investors reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
Cambiar Investors sold 5,500 Coca-Cola shares in Q1 2021, an estimated $302K.
Cambiar Investors first reported a position in Coca-Cola in Q2 2015 and held it in 18 quarters.
Cambiar Investors's Coca-Cola position peaked at $115M in Q4 2015.
2,485 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Cambiar Investors's 13F filing for Q1 2021, filed 14 May 2021.