Enlightenment Research’s Coca-Cola KO Stock Holding History

Enlightenment Research’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 Q2	–	Sell	-17,597	Closed	-$1.09M	–	147
2022 Q1	$1.09M	Buy	17,597 +10,419	+145%	+$634K	1.45%	17
2021 Q4	$425K	Buy	+7,178	New	+$400K	0.6%	48
2020 Q3	–	Sell	-12,900	Closed	-$576K	–	98
2020 Q2	$576K	Buy	+12,900	New	+$594K	1.37%	22
2020 Q1	–	Sell	-6,000	Closed	-$332K	–	179
2019 Q4	$332K	Buy	+6,000	New	+$323K	1.56%	23
2019 Q3	–	Sell	-10,500	Closed	-$515K	–	190
2019 Q2	$515K	Buy	+10,500	New	+$515K	0.26%	113
2019 Q1	–	Sell	-7,500	Closed	-$355K	–	397
2018 Q4	$355K	Buy	+7,500	New	+$359K	0.44%	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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Enlightenment Research's KO Position: Q2 2022 in Review

Enlightenment Research sold out of Coca-Cola (KO) in Q2 2022, closing a stake of 17,597 shares — an estimated $1.09M sold.

Enlightenment Research first reported a position in KO in Q4 2018 and held it in 6 quarters. The position peaked at $1.09M in Q1 2022. 2,774 funds tracked by Wall St. Rank hold KO as of Q2 2022.

Enlightenment Research reported no remaining Coca-Cola position as of Q2 2022 after selling out during the quarter.
Enlightenment Research sold 17,597 Coca-Cola shares in Q2 2022, an estimated $1.09M.
Enlightenment Research first reported a position in Coca-Cola in Q4 2018 and held it in 6 quarters.
Enlightenment Research's Coca-Cola position peaked at $1.09M in Q1 2022.
2,774 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.