HawsGoodwin Investment Management’s Coca-Cola KO Stock Holding History

HawsGoodwin Investment 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 Q4	$1.17M	Sell	19,692 -559	-3%	-$31.1K	0.34%	64
2021 Q3	$1.06M	Buy	20,251 +275	+1%	+$15.3K	0.32%	68
2021 Q2	$1.08M	Sell	19,976 -871	-4%	-$47.4K	0.33%	66
2021 Q1	$1.1M	Sell	20,847 -2,741	-12%	-$138K	0.35%	63
2020 Q4	$1.29M	Buy	23,588 +964	+4%	+$49.8K	0.41%	55
2020 Q3	$1.12M	Buy	22,624 +1,209	+6%	+$58.1K	0.4%	55
2020 Q2	$957K	Sell	21,415 -4,813	-18%	-$222K	0.38%	60
2020 Q1	$1.16M	Sell	26,228 -2,954	-10%	-$160K	0.58%	50
2019 Q4	$1.61M	Buy	+29,182	New	+$1.57M	0.84%	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

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

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

HawsGoodwin Investment Management's KO Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its Coca-Cola (KO) stake by 2.8% in Q4 2021, selling an estimated $31.1K and leaving 19,692 shares worth $1.17M. The position accounts for 0.34% of the portfolio, ranked #64.

HawsGoodwin Investment Management first reported a position in KO in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.61M in Q4 2019. 2,731 funds tracked by Wall St. Rank hold KO as of Q4 2021.

HawsGoodwin Investment Management held 19,692 shares of Coca-Cola worth $1.17M as of Q4 2021.
HawsGoodwin Investment Management sold 559 Coca-Cola shares in Q4 2021, an estimated $31.1K.
Coca-Cola made up 0.34% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #64 holding.
HawsGoodwin Investment Management first reported a position in Coca-Cola in Q4 2019 and has held it in 9 quarters since.
HawsGoodwin Investment Management's Coca-Cola position peaked at $1.61M in Q4 2019.
2,731 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.