Montis Financial’s Coca-Cola KO Stock Holding History

Montis Financial’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 Q1	–	Sell	-6,296	Closed	-$373K	–	80
2021 Q4	$373K	Buy	+6,296	New	+$351K	0.27%	43

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

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

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

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

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

Montis Financial's KO Position: Q1 2022 in Review

Montis Financial sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 6,296 shares — an estimated $373K sold.

Montis Financial first reported a position in KO in Q4 2021 and held it in 1 quarter. The position peaked at $373K in Q4 2021. 2,764 funds tracked by Wall St. Rank hold KO as of Q1 2022.

Montis Financial reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
Montis Financial sold 6,296 Coca-Cola shares in Q1 2022, an estimated $373K.
Montis Financial first reported a position in Coca-Cola in Q4 2021 and held it in 1 quarter.
Montis Financial's Coca-Cola position peaked at $373K in Q4 2021.
2,764 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Montis Financial's 13F filing for Q1 2022, filed 2 May 2022.