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Investors Financial Group’s Coca-Cola KO Stock Holding History

Investors Financial Group’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 		– Sell
-6,466
Closed -$383K – 99
2021
Q4 		$383K Buy
6,466
+135
+2% +$7.52K 0.18% 134
2021
Q3 		$332K Buy
6,331
+211
+3% +$11.8K 0.18% 140
2021
Q2 		$331K Buy
6,120
+11
+0.2% +$598 0.18% 142
2021
Q1 		$322K Sell
6,109
-242
-4% -$12.2K 0.19% 132
2020
Q4 		$348K Buy
6,351
+702
+12% +$36.3K 0.23% 117
2020
Q3 		$279K Buy
5,649
+1,084
+24% +$52.1K 0.21% 117
2020
Q2 		$204K Buy
+4,565
New +$210K 0.17% 132

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investors Financial Group's KO Position: Q1 2022 in Review

Investors Financial Group sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 6,466 shares — an estimated $383K sold.

Investors Financial Group first reported a position in KO in Q2 2020 and held it in 7 quarters. The position peaked at $383K in Q4 2021. 2,764 funds tracked by Wall St. Rank hold KO as of Q1 2022.

  • Investors Financial Group reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 6,466 Coca-Cola shares in Q1 2022, an estimated $383K.
  • Investors Financial Group first reported a position in Coca-Cola in Q2 2020 and held it in 7 quarters.
  • Investors Financial Group's Coca-Cola position peaked at $383K in Q4 2021.
  • 2,764 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.