IronBridge Private Wealth’s Coca-Cola KO Stock Holding History

IronBridge Private Wealth’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	-262	Closed	-$15K	–	179
2021 Q4	$15K	Buy	262 +2	+0.8%	+$111	0.01%	153
2021 Q3	$14K	Buy	260 +1	+0.4%	+$56	0.01%	127
2021 Q2	$14K	Buy	259 +1	+0.4%	+$54	0.01%	131
2021 Q1	$14K	Hold	258	–	–	0.01%	129
2020 Q4	$14K	Buy	+258	New	+$13.3K	0.01%	121

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

IronBridge Private Wealth's KO Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 262 shares — an estimated $15K sold.

IronBridge Private Wealth first reported a position in KO in Q4 2020 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 2,765 funds tracked by Wall St. Rank hold KO as of Q1 2022.

IronBridge Private Wealth reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 262 Coca-Cola shares in Q1 2022, an estimated $15K.
IronBridge Private Wealth first reported a position in Coca-Cola in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Coca-Cola position peaked at $15K in Q4 2021.
2,765 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.