CMC Financial Group’s Coca-Cola KO Stock Holding History

CMC Financial Group’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	-5,140	Closed	-$315K	–	22
2022 Q4	$315K	Hold	5,140	–	–	0.51%	18
2022 Q3	$288K	Hold	5,140	–	–	0.68%	16
2022 Q2	$323K	Hold	5,140	–	–	0.55%	17
2022 Q1	$332K	Hold	5,140	–	–	0.37%	28
2021 Q4	$304K	Hold	5,140	–	–	0.16%	26
2021 Q3	$270K	Hold	5,140	–	–	0.16%	24
2021 Q2	$278K	Hold	5,140	–	–	0.16%	27
2021 Q1	$271K	Hold	5,140	–	–	0.16%	26
2020 Q4	$282K	Hold	5,140	–	–	0.22%	22
2020 Q3	$254K	Hold	5,140	–	–	0.25%	21
2020 Q2	$230K	Hold	5,140	–	–	0.17%	21
2020 Q1	$227K	Buy	5,140 +500	+11%	+$27K	0.99%	23
2019 Q4	$257K	Hold	4,640	–	–	0.22%	40
2019 Q3	$253K	Hold	4,640	–	–	0.33%	27
2019 Q2	$236K	Hold	4,640	–	–	0.3%	42
2019 Q1	$217K	Buy	+4,640	New	+$217K	0.2%	42

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

CMC Financial Group's KO Position: Q1 2023 in Review

CMC Financial Group sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 5,140 shares — an estimated $315K sold.

CMC Financial Group first reported a position in KO in Q1 2019 and held it in 16 quarters. The position peaked at $332K in Q1 2022. 2,871 funds tracked by Wall St. Rank hold KO as of Q1 2023.

CMC Financial Group reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
CMC Financial Group sold 5,140 Coca-Cola shares in Q1 2023, an estimated $315K.
CMC Financial Group first reported a position in Coca-Cola in Q1 2019 and held it in 16 quarters.
CMC Financial Group's Coca-Cola position peaked at $332K in Q1 2022.
2,871 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on CMC Financial Group's 13F filing for Q1 2023, filed 1 May 2023.