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Quattro Financial Advisors’s Coca-Cola KO Stock Holding History

Quattro Financial Advisors’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
-33,206
Closed -$1.81M – 108
2021
Q3 		$1.81M Buy
33,206
+964
+3% +$53.7K 0.48% 41
2021
Q2 		$1.81M Sell
32,242
-4,365
-12% -$237K 0.48% 44
2021
Q1 		$1.97M Buy
+36,607
New +$1.84M 0.45% 48

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Quattro Financial Advisors's KO Position: Q4 2021 in Review

Quattro Financial Advisors sold out of Coca-Cola (KO) in Q4 2021, closing a stake of 33,206 shares — an estimated $1.81M sold.

Quattro Financial Advisors first reported a position in KO in Q1 2021 and held it in 3 quarters. The position peaked at $1.97M in Q1 2021. 2,732 funds tracked by Wall St. Rank hold KO as of Q4 2021.

  • Quattro Financial Advisors reported no remaining Coca-Cola position as of Q4 2021 after selling out during the quarter.
  • Quattro Financial Advisors sold 33,206 Coca-Cola shares in Q4 2021, an estimated $1.81M.
  • Quattro Financial Advisors first reported a position in Coca-Cola in Q1 2021 and held it in 3 quarters.
  • Quattro Financial Advisors's Coca-Cola position peaked at $1.97M in Q1 2021.
  • 2,732 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Quattro Financial Advisors's 13F filing for Q4 2021, filed 27 Jan 2022.