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Ironwood Investment Management’s Coca-Cola KO Stock Holding History

Ironwood Investment Management’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
Q1 		– Sell
-10,191
Closed -$559K – 173
2020
Q4 		$559K Buy
10,191
+151
+2% +$7.81K 0.33% 103
2020
Q3 		$496K Buy
10,040
+41
+0.4% +$1.97K 0.35% 100
2020
Q2 		$447K Buy
9,999
+2,578
+35% +$119K 0.35% 106
2020
Q1 		$328K Buy
+7,421
New +$401K 0.33% 108

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ironwood Investment Management's KO Position: Q1 2021 in Review

Ironwood Investment Management sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 10,191 shares — an estimated $559K sold.

Ironwood Investment Management first reported a position in KO in Q1 2020 and held it in 4 quarters. The position peaked at $559K in Q4 2020. 2,486 funds tracked by Wall St. Rank hold KO as of Q1 2021.

  • Ironwood Investment Management reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
  • Ironwood Investment Management sold 10,191 Coca-Cola shares in Q1 2021, an estimated $559K.
  • Ironwood Investment Management first reported a position in Coca-Cola in Q1 2020 and held it in 4 quarters.
  • Ironwood Investment Management's Coca-Cola position peaked at $559K in Q4 2020.
  • 2,486 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Ironwood Investment Management's 13F filing for Q1 2021, filed 14 May 2021.