Linker Capital Management’s Coca-Cola KO Stock Holding History

Linker Capital 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
2023 Q2	$436K	Sell	7,240 -2,820	-28%	-$175K	0.45%	31
2023 Q1	$624K	Hold	10,060	–	–	0.68%	24
2022 Q4	$640K	Hold	10,060	–	–	0.73%	25
2022 Q3	$564K	Hold	10,060	–	–	0.7%	26
2022 Q2	$633K	Hold	10,060	–	–	0.79%	23
2022 Q1	$624K	Hold	10,060	–	–	0.62%	28
2021 Q4	$596K	Buy	+10,060	New	+$560K	0.57%	29

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

Linker Capital Management's KO Position: Q2 2023 in Review

Linker Capital Management reduced its Coca-Cola (KO) stake by 28% in Q2 2023, selling an estimated $175K and leaving 7,240 shares worth $436K. The position accounts for 0.45% of the portfolio, ranked #31.

Linker Capital Management first reported a position in KO in Q4 2021 and has held it in 7 quarters since. The position peaked at $640K in Q4 2022. 2,881 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Linker Capital Management held 7,240 shares of Coca-Cola worth $436K as of Q2 2023.
Linker Capital Management sold 2,820 Coca-Cola shares in Q2 2023, an estimated $175K.
Coca-Cola made up 0.45% of Linker Capital Management's portfolio in Q2 2023, its #31 holding.
Linker Capital Management first reported a position in Coca-Cola in Q4 2021 and has held it in 7 quarters since.
Linker Capital Management's Coca-Cola position peaked at $640K in Q4 2022.
2,881 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Linker Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.