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

Oder 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
2023
Q1 		– Sell
-703
Closed -$44.7K – 94
2022
Q4 		$44.7K Buy
+703
New +$42.4K 0.06% 96
2022
Q3 		– Sell
-8,810
Closed -$554K – 82
2022
Q2 		$554K Sell
8,810
-1,506
-15% -$95.5K 0.68% 46
2022
Q1 		$640K Hold
10,316
– – 0.73% 42
2021
Q4 		$611K Hold
10,316
– – 0.86% 34
2021
Q3 		$541K Hold
10,316
– – 0.79% 37
2021
Q2 		$558K Sell
10,316
-4,595
-31% -$250K 0.73% 39
2021
Q1 		$786K Hold
14,911
– – 1.07% 23
2020
Q4 		$816K Buy
+14,911
New +$771K 0.8% 28

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Oder Investment Management's KO Position: Q1 2023 in Review

Oder Investment Management sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 703 shares — an estimated $44.7K sold.

Oder Investment Management first reported a position in KO in Q4 2020 and held it in 8 quarters. The position peaked at $816K in Q4 2020. 2,871 funds tracked by Wall St. Rank hold KO as of Q1 2023.

  • Oder Investment Management reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
  • Oder Investment Management sold 703 Coca-Cola shares in Q1 2023, an estimated $44.7K.
  • Oder Investment Management first reported a position in Coca-Cola in Q4 2020 and held it in 8 quarters.
  • Oder Investment Management's Coca-Cola position peaked at $816K in Q4 2020.
  • 2,871 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Oder Investment Management's 13F filing for Q1 2023, filed 11 May 2023.