IndexIQ Advisors’s Coca-Cola KO Stock Holding History

IndexIQ Advisors’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 Q1	$4.1M	Sell	66,075 -258	-0.4%	-$15.7K	0.15%	141
2021 Q4	$3.93M	Sell	66,333 -783	-1%	-$43.6K	0.13%	137
2021 Q3	$3.52M	Buy	67,116 +3,159	+5%	+$176K	0.12%	149
2021 Q2	$3.46M	Buy	63,957 +2,082	+3%	+$113K	0.12%	146
2021 Q1	$3.26M	Buy	61,875 +7,816	+14%	+$393K	0.12%	148
2020 Q4	$2.96M	Buy	54,059 +25,306	+88%	+$1.31M	0.11%	133
2020 Q3	$1.42M	Buy	28,753 +17,324	+152%	+$833K	0.06%	196
2020 Q2	$511K	Buy	11,429 +10,096	+757%	+$465K	0.02%	244
2020 Q1	$59K	Buy	1,333 +2	+0.2%	+$108	﹤0.01%	744
2019 Q4	$74K	Buy	+1,331	New	+$71.6K	﹤0.01%	527

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

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

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

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

IndexIQ Advisors's KO Position: Q1 2022 in Review

IndexIQ Advisors reduced its Coca-Cola (KO) stake by 0.39% in Q1 2022, selling an estimated $15.7K and leaving 66,075 shares worth $4.1M. The position accounts for 0.15% of the portfolio, ranked #141.

IndexIQ Advisors first reported a position in KO in Q4 2019 and has held it in 10 quarters since. 2,764 funds tracked by Wall St. Rank hold KO as of Q1 2022.

IndexIQ Advisors held 66,075 shares of Coca-Cola worth $4.1M as of Q1 2022.
IndexIQ Advisors sold 258 Coca-Cola shares in Q1 2022, an estimated $15.7K.
Coca-Cola made up 0.15% of IndexIQ Advisors's portfolio in Q1 2022, its #141 holding.
IndexIQ Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 10 quarters since.
2,764 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.