Ironvine Capital Partners’s Coca-Cola KO Stock Holding History

Ironvine Capital Partners’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
2021 Q2	–	Sell	-34,580	Closed	-$1.82M	–	61
2021 Q1	$1.82M	Hold	34,580	–	–	0.21%	49
2020 Q4	$1.9M	Hold	34,580	–	–	0.24%	46
2020 Q3	$1.71M	Sell	34,580 -4,688	-12%	-$225K	0.21%	46
2020 Q2	$1.75M	Hold	39,268	–	–	0.23%	43
2020 Q1	$1.74M	Buy	39,268 +5,995	+18%	+$324K	0.27%	43
2019 Q4	$1.84M	Hold	33,273	–	–	0.26%	45
2019 Q3	$1.8M	Hold	33,273	–	–	0.26%	45
2019 Q2	$1.79M	Hold	33,273	–	–	0.29%	43
2019 Q1	$1.56M	Hold	33,273	–	–	0.29%	47
2018 Q4	$1.57M	Hold	33,273	–	–	0.32%	42
2018 Q3	$1.54M	Hold	33,273	–	–	0.31%	47
2018 Q2	$1.46M	Hold	33,273	–	–	0.33%	48
2018 Q1	$1.45M	Hold	33,273	–	–	0.35%	47
2017 Q4	$1.53M	Buy	+33,273	New	+$1.53M	0.48%	44

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ironvine Capital Partners's KO Position: Q2 2021 in Review

Ironvine Capital Partners sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 34,580 shares — an estimated $1.82M sold.

Ironvine Capital Partners first reported a position in KO in Q4 2017 and held it in 14 quarters. The position peaked at $1.9M in Q4 2020. 2,500 funds tracked by Wall St. Rank hold KO as of Q2 2021.

Ironvine Capital Partners reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
Ironvine Capital Partners sold 34,580 Coca-Cola shares in Q2 2021, an estimated $1.82M.
Ironvine Capital Partners first reported a position in Coca-Cola in Q4 2017 and held it in 14 quarters.
Ironvine Capital Partners's Coca-Cola position peaked at $1.9M in Q4 2020.
2,500 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Ironvine Capital Partners's 13F filing for Q2 2021, filed 16 Aug 2021.