Pointe Capital Management’s Coca-Cola KO Stock Holding History

Pointe Capital 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 Q2	–	Sell	-1,393	Closed	-$86.4K	–	287
2023 Q1	$86.4K	Buy	+1,393	New	+$84.3K	0.06%	197
2017 Q1	–	Sell	-6,827	Closed	-$283K	–	195
2016 Q4	$283K	Buy	+6,827	New	+$284K	0.16%	111

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Pointe Capital Management's KO Position: Q2 2023 in Review

Pointe Capital Management sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 1,393 shares — an estimated $86.4K sold.

Pointe Capital Management first reported a position in KO in Q4 2016 and held it in 2 quarters. The position peaked at $283K in Q4 2016. 2,880 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Pointe Capital Management reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
Pointe Capital Management sold 1,393 Coca-Cola shares in Q2 2023, an estimated $86.4K.
Pointe Capital Management first reported a position in Coca-Cola in Q4 2016 and held it in 2 quarters.
Pointe Capital Management's Coca-Cola position peaked at $283K in Q4 2016.
2,880 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.