McCarthy Asset Management’s Coca-Cola KO Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-790	Closed	-$49K	–	170
2022 Q1	$49K	Hold	790	–	–	0.03%	79
2021 Q4	$47K	Hold	790	–	–	0.03%	83
2021 Q3	$41K	Hold	790	–	–	0.03%	93
2021 Q2	$43K	Hold	790	–	–	0.03%	102
2021 Q1	$42K	Hold	790	–	–	0.03%	101
2020 Q4	$43K	Buy	+790	New	+$40.8K	0.04%	95

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

McCarthy Asset Management's KO Position: Q2 2022 in Review

McCarthy Asset Management sold out of Coca-Cola (KO) in Q2 2022, closing a stake of 790 shares — an estimated $49K sold.

McCarthy Asset Management first reported a position in KO in Q4 2020 and held it in 6 quarters. The position peaked at $49K in Q1 2022. 2,774 funds tracked by Wall St. Rank hold KO as of Q2 2022.

McCarthy Asset Management reported no remaining Coca-Cola position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 790 Coca-Cola shares in Q2 2022, an estimated $49K.
McCarthy Asset Management first reported a position in Coca-Cola in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Coca-Cola position peaked at $49K in Q1 2022.
2,774 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.