H6H
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Hightower 6M Holding’s Coca-Cola KO Stock Holding History

Hightower 6M Holding’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
Q3 		$1.78M Sell
31,754
-4,279
-12% -$266K 0.16% 79
2022
Q2 		$2.27M Sell
36,033
-575
-2% -$36.4K 0.19% 67
2022
Q1 		$2.27M Buy
+36,608
New +$2.23M 0.17% 75

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hightower 6M Holding's KO Position: Q3 2022 in Review

Hightower 6M Holding reduced its Coca-Cola (KO) stake by 12% in Q3 2022, selling an estimated $266K and leaving 31,754 shares worth $1.78M. The position accounts for 0.16% of the portfolio, ranked #79.

Hightower 6M Holding first reported a position in KO in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.27M in Q1 2022. 2,737 funds tracked by Wall St. Rank hold KO as of Q3 2022.

  • Hightower 6M Holding held 31,754 shares of Coca-Cola worth $1.78M as of Q3 2022.
  • Hightower 6M Holding sold 4,279 Coca-Cola shares in Q3 2022, an estimated $266K.
  • Coca-Cola made up 0.16% of Hightower 6M Holding's portfolio in Q3 2022, its #79 holding.
  • Hightower 6M Holding first reported a position in Coca-Cola in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's Coca-Cola position peaked at $2.27M in Q1 2022.
  • 2,737 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.