Leeward Financial Partners’s Coca-Cola KO Stock Holding History

Leeward Financial 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
2023 Q2	–	Sell	-18,388	Closed	-$1.14M	–	85
2023 Q1	$1.14M	Buy	18,388 +598	+3%	+$36.2K	0.7%	47
2022 Q4	$1.13M	Sell	17,790 -12,549	-41%	-$758K	0.78%	44
2022 Q3	$1.7M	Buy	30,339 +850	+3%	+$52.8K	1.22%	34
2022 Q2	$1.85M	Buy	+29,489	New	+$1.87M	1.27%	33

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

Leeward Financial Partners's KO Position: Q2 2023 in Review

Leeward Financial Partners sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 18,388 shares — an estimated $1.14M sold.

Leeward Financial Partners first reported a position in KO in Q2 2022 and held it in 4 quarters. The position peaked at $1.85M in Q2 2022. 2,881 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Leeward Financial Partners reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
Leeward Financial Partners sold 18,388 Coca-Cola shares in Q2 2023, an estimated $1.14M.
Leeward Financial Partners first reported a position in Coca-Cola in Q2 2022 and held it in 4 quarters.
Leeward Financial Partners's Coca-Cola position peaked at $1.85M in Q2 2022.
2,881 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Leeward Financial Partners's 13F filing for Q2 2023, filed 8 Aug 2023.