MS
KO icon

Madden Securities’s Coca-Cola KO Stock Holding History

Madden Securities’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
Q3 		– Sell
-12,183
Closed -$659K – 128
2021
Q2 		$659K Sell
12,183
-850
-7% -$46.2K 0.34% 75
2021
Q1 		$687K Sell
13,033
-4,874
-27% -$245K 0.4% 70
2020
Q4 		$982K Sell
17,907
-50
-0.3% -$2.58K 0.63% 47
2020
Q3 		$887K Buy
17,957
+7,184
+67% +$346K 0.66% 48
2020
Q2 		$481K Buy
+10,773
New +$496K 0.43% 64
2019
Q4 		$457K Buy
+8,248
New +$443K 0.46% 64

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Madden Securities's KO Position: Q3 2021 in Review

Madden Securities sold out of Coca-Cola (KO) in Q3 2021, closing a stake of 12,183 shares — an estimated $659K sold.

Madden Securities first reported a position in KO in Q4 2019 and held it in 6 quarters. The position peaked at $982K in Q4 2020. 2,480 funds tracked by Wall St. Rank hold KO as of Q3 2021.

  • Madden Securities reported no remaining Coca-Cola position as of Q3 2021 after selling out during the quarter.
  • Madden Securities sold 12,183 Coca-Cola shares in Q3 2021, an estimated $659K.
  • Madden Securities first reported a position in Coca-Cola in Q4 2019 and held it in 6 quarters.
  • Madden Securities's Coca-Cola position peaked at $982K in Q4 2020.
  • 2,480 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Madden Securities's 13F filing for Q3 2021, filed 14 Oct 2021.