QT
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Quantamental Technologies’s Coca-Cola KO Stock Holding History

Quantamental Technologies’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
-5,743
Closed -$340K – 475
2021
Q4 		$340K Buy
+5,743
New +$320K 0.17% 227
2020
Q2 		– Sell
-14,437
Closed -$639K – 298
2020
Q1 		$639K Buy
+14,437
New +$780K 1.49% 19
2019
Q4 		– Sell
-2,131
Closed -$116K – 901
2019
Q3 		$116K Buy
+2,131
New +$114K 0.04% 679

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quantamental Technologies's KO Position: Q1 2022 in Review

Quantamental Technologies sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 5,743 shares — an estimated $340K sold.

Quantamental Technologies first reported a position in KO in Q3 2019 and held it in 3 quarters. The position peaked at $639K in Q1 2020. 2,764 funds tracked by Wall St. Rank hold KO as of Q1 2022.

  • Quantamental Technologies reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
  • Quantamental Technologies sold 5,743 Coca-Cola shares in Q1 2022, an estimated $340K.
  • Quantamental Technologies first reported a position in Coca-Cola in Q3 2019 and held it in 3 quarters.
  • Quantamental Technologies's Coca-Cola position peaked at $639K in Q1 2020.
  • 2,764 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Quantamental Technologies's 13F filing for Q1 2022, filed 16 May 2022.