Lumbard & Kellner’s Coca-Cola KO Stock Holding History

Lumbard & Kellner’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
2022 Q2	–	Sell	-2,040	Closed	-$126K	–	87
2022 Q1	$126K	Buy	+2,040	New	+$124K	0.05%	86

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lumbard & Kellner's KO Position: Q2 2022 in Review

Lumbard & Kellner sold out of Coca-Cola (KO) in Q2 2022, closing a stake of 2,040 shares — an estimated $126K sold.

Lumbard & Kellner first reported a position in KO in Q1 2022 and held it in 1 quarter. The position peaked at $126K in Q1 2022. 2,773 funds tracked by Wall St. Rank hold KO as of Q2 2022.

Lumbard & Kellner reported no remaining Coca-Cola position as of Q2 2022 after selling out during the quarter.
Lumbard & Kellner sold 2,040 Coca-Cola shares in Q2 2022, an estimated $126K.
Lumbard & Kellner first reported a position in Coca-Cola in Q1 2022 and held it in 1 quarter.
Lumbard & Kellner's Coca-Cola position peaked at $126K in Q1 2022.
2,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on Lumbard & Kellner's 13F filing for Q2 2022, filed 15 Aug 2022.