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Meixler Investment Management’s Coca-Cola KO Stock Holding History

Meixler Investment 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
-3,834
Closed -$238K – 83
2022
Q1 		$238K Sell
3,834
-6,685
-64% -$407K 0.23% 66
2021
Q4 		$623K Buy
+10,519
New +$586K 0.64% 33

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Meixler Investment Management's KO Position: Q2 2022 in Review

Meixler Investment Management sold out of Coca-Cola (KO) in Q2 2022, closing a stake of 3,834 shares — an estimated $238K sold.

Meixler Investment Management first reported a position in KO in Q4 2021 and held it in 2 quarters. The position peaked at $623K in Q4 2021. 2,774 funds tracked by Wall St. Rank hold KO as of Q2 2022.

  • Meixler Investment Management reported no remaining Coca-Cola position as of Q2 2022 after selling out during the quarter.
  • Meixler Investment Management sold 3,834 Coca-Cola shares in Q2 2022, an estimated $238K.
  • Meixler Investment Management first reported a position in Coca-Cola in Q4 2021 and held it in 2 quarters.
  • Meixler Investment Management's Coca-Cola position peaked at $623K in Q4 2021.
  • 2,774 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on Meixler Investment Management's 13F filing for Q2 2022, filed 10 Aug 2022.