QCM Cayman’s Coca-Cola KO Stock Holding History

QCM Cayman’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 Q4	–	Sell	-7,109	Closed	-$373K	–	106
2021 Q3	$373K	Buy	+7,109	New	+$396K	1.02%	31
2017 Q4	–	Sell	-5,787	Closed	-$260K	–	176
2017 Q3	$260K	Buy	+5,787	New	+$263K	0.67%	66
2016 Q3	–	Sell	-19,748	Closed	-$895K	–	286
2016 Q2	$895K	Buy	+19,748	New	+$892K	0.39%	34
2015 Q4	–	Sell	-6,532	Closed	-$262K	–	221
2015 Q3	$262K	Buy	+6,532	New	+$262K	0.09%	134
2014 Q2	–	Sell	-6,638	Closed	-$257K	–	299
2014 Q1	$257K	Buy	+6,638	New	+$256K	0.06%	213

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

QCM Cayman's KO Position: Q4 2021 in Review

QCM Cayman sold out of Coca-Cola (KO) in Q4 2021, closing a stake of 7,109 shares — an estimated $373K sold.

QCM Cayman first reported a position in KO in Q1 2014 and held it in 5 quarters. The position peaked at $895K in Q2 2016. 2,732 funds tracked by Wall St. Rank hold KO as of Q4 2021.

QCM Cayman reported no remaining Coca-Cola position as of Q4 2021 after selling out during the quarter.
QCM Cayman sold 7,109 Coca-Cola shares in Q4 2021, an estimated $373K.
QCM Cayman first reported a position in Coca-Cola in Q1 2014 and held it in 5 quarters.
QCM Cayman's Coca-Cola position peaked at $895K in Q2 2016.
2,732 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on QCM Cayman's 13F filing for Q4 2021, filed 11 Feb 2022.