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Silicon Valley Community Foundation’s Coca-Cola KO Stock Holding History

Silicon Valley Community Foundation’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
-28,563
Closed -$1.69M – 55
2021
Q4 		$1.69M Buy
+28,563
New +$1.59M 0.11% 46

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

Silicon Valley Community Foundation's KO Position: Q1 2022 in Review

Silicon Valley Community Foundation sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 28,563 shares — an estimated $1.69M sold.

Silicon Valley Community Foundation first reported a position in KO in Q4 2021 and held it in 1 quarter. The position peaked at $1.69M in Q4 2021. 2,765 funds tracked by Wall St. Rank hold KO as of Q1 2022.

  • Silicon Valley Community Foundation reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
  • Silicon Valley Community Foundation sold 28,563 Coca-Cola shares in Q1 2022, an estimated $1.69M.
  • Silicon Valley Community Foundation first reported a position in Coca-Cola in Q4 2021 and held it in 1 quarter.
  • Silicon Valley Community Foundation's Coca-Cola position peaked at $1.69M in Q4 2021.
  • 2,765 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Silicon Valley Community Foundation's 13F filing for Q1 2022, filed 14 Nov 2023.