Iron Gate Global Advisors’s Coca-Cola KO Stock Holding History

Iron Gate Global 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
2023 Q2	–	Sell	-3,549	Closed	-$220K	–	95
2023 Q1	$220K	Sell	3,549 -110	-3%	-$6.66K	0.05%	78
2022 Q4	$233K	Hold	3,659	–	–	0.06%	74
2022 Q3	$206K	Hold	3,659	–	–	0.06%	77
2022 Q2	$229K	Sell	3,659 -57	-2%	-$3.61K	0.06%	79
2022 Q1	$230K	Sell	3,716 -49	-1%	-$2.98K	0.05%	91
2021 Q4	$226K	Sell	3,765 -45	-1%	-$2.51K	0.05%	104
2021 Q3	$200K	Sell	3,810 -1,317	-26%	-$73.4K	0.05%	107
2021 Q2	$2.77M	Sell	5,127 -115	-2%	-$6.26K	0.78%	18
2021 Q1	$276K	Sell	5,242 -1,634	-24%	-$82.2K	0.09%	82
2020 Q4	$377K	Hold	6,876	–	–	0.14%	63
2020 Q3	$339K	Hold	6,876	–	–	0.14%	67
2020 Q2	$307K	Sell	6,876 -1,223	-15%	-$56.3K	0.15%	63
2020 Q1	$358K	Buy	8,099 +532	+7%	+$28.7K	0.24%	43
2019 Q4	$419K	Sell	7,567 -3	-0%	-$161	0.24%	41
2019 Q3	$412K	Buy	7,570 +52	+0.7%	+$2.78K	0.25%	44
2019 Q2	$383K	Buy	+7,518	New	+$368K	0.25%	42

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Iron Gate Global Advisors's KO Position: Q2 2023 in Review

Iron Gate Global Advisors sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 3,549 shares — an estimated $220K sold.

Iron Gate Global Advisors first reported a position in KO in Q2 2019 and held it in 16 quarters. The position peaked at $2.77M in Q2 2021. 2,880 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Iron Gate Global Advisors reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
Iron Gate Global Advisors sold 3,549 Coca-Cola shares in Q2 2023, an estimated $220K.
Iron Gate Global Advisors first reported a position in Coca-Cola in Q2 2019 and held it in 16 quarters.
Iron Gate Global Advisors's Coca-Cola position peaked at $2.77M in Q2 2021.
2,880 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Iron Gate Global Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.