Ironwood Financial’s Coca-Cola KO Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-245	Closed	-$13K	–	354
2021 Q3	$13K	Hold	245	–	–	﹤0.01%	338
2021 Q2	$13K	Buy	245 +98	+67%	+$5.33K	﹤0.01%	335
2021 Q1	$8K	Hold	147	–	–	﹤0.01%	363
2020 Q4	$8K	Hold	147	–	–	﹤0.01%	339
2020 Q3	$7K	Hold	147	–	–	﹤0.01%	293
2020 Q2	$7K	Buy	+147	New	+$6.77K	﹤0.01%	280
2020 Q1	–	Sell	-200	Closed	-$11K	–	379
2019 Q4	$11K	Hold	200	–	–	0.01%	254
2019 Q3	$11K	Hold	200	–	–	0.01%	252
2019 Q2	$10K	Hold	200	–	–	﹤0.01%	261
2019 Q1	$9K	Hold	200	–	–	﹤0.01%	263
2018 Q4	$9K	Hold	200	–	–	0.01%	250
2018 Q3	$9K	Hold	200	–	–	﹤0.01%	261
2018 Q2	$9K	Hold	200	–	–	0.01%	196
2018 Q1	$9K	Hold	200	–	–	0.01%	173
2017 Q4	$9K	Hold	200	–	–	0.01%	178
2017 Q3	$9K	Hold	200	–	–	0.01%	183
2017 Q2	$9K	Hold	200	–	–	0.01%	178
2017 Q1	$8K	Hold	200	–	–	0.01%	181
2016 Q4	$8K	Hold	200	–	–	0.01%	178
2016 Q3	$8K	Hold	200	–	–	0.01%	177
2016 Q2	$9K	Hold	200	–	–	0.01%	172
2016 Q1	$9K	Buy	+200	New	+$8.7K	0.01%	174
2015 Q3	$9K	Buy	232 +32	+16%	+$1.28K	﹤0.01%	213
2015 Q2	$8K	Hold	200	–	–	﹤0.01%	213
2015 Q1	$8K	Buy	+200	New	+$8.37K	﹤0.01%	214

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ironwood Financial's KO Position: Q4 2021 in Review

Ironwood Financial sold out of Coca-Cola (KO) in Q4 2021, closing a stake of 245 shares — an estimated $13K sold.

Ironwood Financial first reported a position in KO in Q1 2015 and held it in 25 quarters. The position peaked at $13K in Q3 2021. 2,732 funds tracked by Wall St. Rank hold KO as of Q4 2021.

Ironwood Financial reported no remaining Coca-Cola position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 245 Coca-Cola shares in Q4 2021, an estimated $13K.
Ironwood Financial first reported a position in Coca-Cola in Q1 2015 and held it in 25 quarters.
Ironwood Financial's Coca-Cola position peaked at $13K in Q3 2021.
2,732 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.