GVO Asset Management’s Coca-Cola KO Stock Holding History

GVO Asset Management’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
2021 Q3	–	Sell	-2,489	Closed	-$135K	–	41
2021 Q2	$135K	Hold	2,489	–	–	0.11%	26
2021 Q1	$131K	Buy	+2,489	New	+$125K	0.13%	23
2014 Q3	–	Sell	-1,405,108	Closed	-$59.5M	–	14
2014 Q2	$59.5M	Buy	+1,405,108	New	+$57M	6.5%	7

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

GVO Asset Management's KO Position: Q3 2021 in Review

GVO Asset Management sold out of Coca-Cola (KO) in Q3 2021, closing a stake of 2,489 shares — an estimated $135K sold.

GVO Asset Management first reported a position in KO in Q2 2014 and held it in 3 quarters. The position peaked at $59.5M in Q2 2014. 2,480 funds tracked by Wall St. Rank hold KO as of Q3 2021.

GVO Asset Management reported no remaining Coca-Cola position as of Q3 2021 after selling out during the quarter.
GVO Asset Management sold 2,489 Coca-Cola shares in Q3 2021, an estimated $135K.
GVO Asset Management first reported a position in Coca-Cola in Q2 2014 and held it in 3 quarters.
GVO Asset Management's Coca-Cola position peaked at $59.5M in Q2 2014.
2,480 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on GVO Asset Management's 13F filing for Q3 2021, filed 20 Oct 2021.