Clear Street’s Coca-Cola KO Stock Holding History

Clear Street’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	-159,700	Closed	-$9.62M	–	1201
2023 Q2	$9.62M	Buy	+159,700	New	+$9.94M	0.09%	138
2022 Q4	–	Sell	-174,683	Closed	-$9.79M	–	1114
2022 Q3	$9.79M	Buy	+174,683	New	+$10.9M	0.23%	56

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

Clear Street's KO Position: Q3 2023 in Review

Clear Street sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 159,700 shares — an estimated $9.62M sold.

Clear Street first reported a position in KO in Q3 2022 and held it in 2 quarters. The position peaked at $9.79M in Q3 2022. 2,828 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Clear Street reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
Clear Street sold 159,700 Coca-Cola shares in Q3 2023, an estimated $9.62M.
Clear Street first reported a position in Coca-Cola in Q3 2022 and held it in 2 quarters.
Clear Street's Coca-Cola position peaked at $9.79M in Q3 2022.
2,828 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Clear Street's 13F filing for Q3 2023, filed 13 Nov 2023.