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Industrial Alliance Investment Management’s Coca-Cola KO Stock Holding History

Industrial Alliance 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
2023
Q3 		– Sell
-1,310
Closed -$79K – 95
2023
Q2 		$79K Sell
1,310
-82,534
-98% -$5.13M 0.04% 113
2023
Q1 		$5.2M Buy
83,844
+82,534
+6,300% +$5M 0.14% 127
2022
Q4 		$83K Sell
1,310
-5,547
-81% -$335K ﹤0.01% 383
2022
Q3 		$384K Sell
6,857
-960
-12% -$59.7K 0.01% 304
2022
Q2 		$492K Sell
7,817
-435
-5% -$27.6K 0.01% 295
2022
Q1 		$512K Buy
8,252
+1,130
+16% +$68.7K 0.01% 308
2021
Q4 		$422K Buy
+7,122
New +$397K 0.01% 317

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Industrial Alliance Investment Management's KO Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 1,310 shares — an estimated $79K sold.

Industrial Alliance Investment Management first reported a position in KO in Q4 2021 and held it in 7 quarters. The position peaked at $5.2M in Q1 2023. 2,829 funds tracked by Wall St. Rank hold KO as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 1,310 Coca-Cola shares in Q3 2023, an estimated $79K.
  • Industrial Alliance Investment Management first reported a position in Coca-Cola in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's Coca-Cola position peaked at $5.2M in Q1 2023.
  • 2,829 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.