CIM LLC’s Coca-Cola KO Stock Holding History

CIM LLC’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 Q3	–	Sell	-3,409	Closed	-$205K	–	151
2023 Q2	$205K	Buy	3,409 +85	+3%	+$5.29K	0.04%	149
2023 Q1	$206K	Buy	+3,324	New	+$201K	0.04%	144

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CIM LLC's KO Position: Q3 2023 in Review

CIM LLC sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 3,409 shares — an estimated $205K sold.

CIM LLC first reported a position in KO in Q1 2023 and held it in 2 quarters. The position peaked at $206K in Q1 2023. 2,828 funds tracked by Wall St. Rank hold KO as of Q3 2023.

CIM LLC reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
CIM LLC sold 3,409 Coca-Cola shares in Q3 2023, an estimated $205K.
CIM LLC first reported a position in Coca-Cola in Q1 2023 and held it in 2 quarters.
CIM LLC's Coca-Cola position peaked at $206K in Q1 2023.
2,828 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on CIM LLC's 13F filing for Q3 2023, filed 17 May 2024.