Cottonwood Capital Advisors’s Coca-Cola KO Stock Holding History

Cottonwood Capital Advisors’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 Q4	–	Sell	-3,982	Closed	-$223K	–	126
2023 Q3	$223K	Buy	+3,982	New	+$239K	0.21%	95

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Cottonwood Capital Advisors's KO Position: Q4 2023 in Review

Cottonwood Capital Advisors sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 3,982 shares — an estimated $223K sold.

Cottonwood Capital Advisors first reported a position in KO in Q3 2023 and held it in 1 quarter. The position peaked at $223K in Q3 2023. 2,990 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Cottonwood Capital Advisors reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
Cottonwood Capital Advisors sold 3,982 Coca-Cola shares in Q4 2023, an estimated $223K.
Cottonwood Capital Advisors first reported a position in Coca-Cola in Q3 2023 and held it in 1 quarter.
Cottonwood Capital Advisors's Coca-Cola position peaked at $223K in Q3 2023.
2,990 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Cottonwood Capital Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.