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

Merrion 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
2021 Q1	–	Sell	-608	Closed	-$33K	–	166
2020 Q4	$33K	Buy	+608	New	+$31.4K	0.03%	139

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Merrion Investment Management's KO Position: Q1 2021 in Review

Merrion Investment Management sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 608 shares — an estimated $33K sold.

Merrion Investment Management first reported a position in KO in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 2,486 funds tracked by Wall St. Rank hold KO as of Q1 2021.

Merrion Investment Management reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
Merrion Investment Management sold 608 Coca-Cola shares in Q1 2021, an estimated $33K.
Merrion Investment Management first reported a position in Coca-Cola in Q4 2020 and held it in 1 quarter.
Merrion Investment Management's Coca-Cola position peaked at $33K in Q4 2020.
2,486 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Merrion Investment Management's 13F filing for Q1 2021, filed 29 Apr 2021.