Cavalier Investments’s Coca-Cola KO Stock Holding History

Cavalier Investments’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
2023 Q1	–	Sell	-10,778	Closed	-$686K	–	81
2022 Q4	$686K	Sell	10,778 -695	-6%	-$42K	0.25%	63
2022 Q3	$643K	Sell	11,473 -4,268	-27%	-$265K	0.23%	68
2022 Q2	$990K	Sell	15,741 -6,741	-30%	-$427K	0.35%	56
2022 Q1	$1.39M	Sell	22,482 -5,727	-20%	-$348K	0.36%	60
2021 Q4	$1.67M	Sell	28,209 -1,601	-5%	-$89.2K	0.43%	73
2021 Q3	$1.56M	Buy	+29,810	New	+$1.66M	0.49%	66
2019 Q1	–	Sell	-23,370	Closed	-$1.11M	–	146
2018 Q4	$1.11M	Buy	+23,370	New	+$1.12M	0.36%	53

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

Cavalier Investments's KO Position: Q1 2023 in Review

Cavalier Investments sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 10,778 shares — an estimated $686K sold.

Cavalier Investments first reported a position in KO in Q4 2018 and held it in 7 quarters. The position peaked at $1.67M in Q4 2021. 2,872 funds tracked by Wall St. Rank hold KO as of Q1 2023.

Cavalier Investments reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
Cavalier Investments sold 10,778 Coca-Cola shares in Q1 2023, an estimated $686K.
Cavalier Investments first reported a position in Coca-Cola in Q4 2018 and held it in 7 quarters.
Cavalier Investments's Coca-Cola position peaked at $1.67M in Q4 2021.
2,872 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.