Slow Capital’s Coca-Cola KO Stock Holding History

Slow Capital’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 Q2	–	Sell	-25,942	Closed	-$1.37M	–	180
2021 Q1	$1.37M	Buy	25,942 +88	+0.3%	+$4.43K	0.3%	117
2020 Q4	$1.42M	Sell	25,854 -5,240	-17%	-$271K	0.34%	106
2020 Q3	$1.53M	Sell	31,094 -13,412	-30%	-$645K	0.42%	95
2020 Q2	$1.99M	Sell	44,506 -7,912	-15%	-$364K	0.58%	60
2020 Q1	$2.32M	Buy	52,418 +5,627	+12%	+$304K	0.88%	30
2019 Q4	$2.59M	Buy	46,791 +7,720	+20%	+$415K	0.8%	34
2019 Q3	$2.13M	Sell	39,071 -1,731	-4%	-$92.7K	0.75%	45
2019 Q2	$2.08M	Sell	40,802 -6,416	-14%	-$314K	0.86%	39
2019 Q1	$2.21M	Sell	47,218 -2,927	-6%	-$137K	0.88%	38
2018 Q4	$2.37M	Buy	50,145 +7,581	+18%	+$363K	1.14%	27
2018 Q3	$1.97M	Buy	42,564 +1,930	+5%	+$88.2K	0.88%	40
2018 Q2	$1.78M	Sell	40,634 -603	-1%	-$26K	0.9%	43
2018 Q1	$1.81M	Buy	41,237 +321	+0.8%	+$14.4K	0.81%	48
2017 Q4	$1.88M	Buy	+40,916	New	+$1.88M	0.97%	37

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Slow Capital's KO Position: Q2 2021 in Review

Slow Capital sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 25,942 shares — an estimated $1.37M sold.

Slow Capital first reported a position in KO in Q4 2017 and held it in 14 quarters. The position peaked at $2.59M in Q4 2019. 2,501 funds tracked by Wall St. Rank hold KO as of Q2 2021.

Slow Capital reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
Slow Capital sold 25,942 Coca-Cola shares in Q2 2021, an estimated $1.37M.
Slow Capital first reported a position in Coca-Cola in Q4 2017 and held it in 14 quarters.
Slow Capital's Coca-Cola position peaked at $2.59M in Q4 2019.
2,501 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Slow Capital's 13F filing for Q2 2021, filed 29 Jul 2021.