Cowen and Company’s Coca-Cola KO Stock Holding History

Cowen and Company’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
2022 Q1	–	Sell	-25,262	Closed	-$1.5M	–	679
2021 Q4	$1.5M	Buy	+25,262	New	+$1.41M	0.14%	132
2019 Q4	–	Sell	-6,550	Closed	-$357K	–	525
2019 Q3	$357K	Buy	+6,550	New	+$351K	0.09%	159

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Cowen and Company's KO Position: Q1 2022 in Review

Cowen and Company sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 25,262 shares — an estimated $1.5M sold.

Cowen and Company first reported a position in KO in Q3 2019 and held it in 2 quarters. The position peaked at $1.5M in Q4 2021. 2,764 funds tracked by Wall St. Rank hold KO as of Q1 2022.

Cowen and Company reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
Cowen and Company sold 25,262 Coca-Cola shares in Q1 2022, an estimated $1.5M.
Cowen and Company first reported a position in Coca-Cola in Q3 2019 and held it in 2 quarters.
Cowen and Company's Coca-Cola position peaked at $1.5M in Q4 2021.
2,764 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Cowen and Company's 13F filing for Q1 2022, filed 16 May 2022.