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Hayden Royal’s Coca-Cola KO Stock Holding History

Hayden Royal’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
-16,313
Closed -$890K – 149
2021
Q2 		$890K Sell
16,313
-424
-3% -$23.1K 0.49% 55
2021
Q1 		$889K Sell
16,737
-38
-0.2% -$1.91K 0.51% 51
2020
Q4 		$920K Sell
16,775
-537
-3% -$27.8K 0.5% 42
2020
Q3 		$861K Buy
+17,312
New +$833K 0.46% 56
2020
Q2 		– Sell
-22,694
Closed -$1.01M – 214
2020
Q1 		$1.01M Buy
22,694
+8,757
+63% +$473K 0.59% 38
2019
Q4 		$830K Sell
13,937
-20
-0.1% -$1.07K 0.42% 60
2019
Q3 		$760K Sell
13,957
-1,742
-11% -$93.3K 0.67% 47
2019
Q2 		$815K Buy
15,699
+389
+3% +$19.1K 0.87% 32
2019
Q1 		$724K Sell
15,310
-5,057
-25% -$237K 0.94% 32
2018
Q4 		$964K Buy
+20,367
New +$975K 0.49% 47

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hayden Royal's KO Position: Q3 2021 in Review

Hayden Royal sold out of Coca-Cola (KO) in Q3 2021, closing a stake of 16,313 shares — an estimated $890K sold.

Hayden Royal first reported a position in KO in Q4 2018 and held it in 10 quarters. The position peaked at $1.01M in Q1 2020. 2,480 funds tracked by Wall St. Rank hold KO as of Q3 2021.

  • Hayden Royal reported no remaining Coca-Cola position as of Q3 2021 after selling out during the quarter.
  • Hayden Royal sold 16,313 Coca-Cola shares in Q3 2021, an estimated $890K.
  • Hayden Royal first reported a position in Coca-Cola in Q4 2018 and held it in 10 quarters.
  • Hayden Royal's Coca-Cola position peaked at $1.01M in Q1 2020.
  • 2,480 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.