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Te Ahumairangi Investment Management’s Coca-Cola KO Stock Holding History

Te Ahumairangi Investment Management’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
-7,780
Closed -$461K – 102
2021
Q4 		$461K Sell
7,780
-2,820
-27% -$157K 0.06% 96
2021
Q3 		$556K Hold
10,600
– – 0.08% 100
2021
Q2 		$574K Sell
10,600
-13,800
-57% -$751K 0.08% 101
2021
Q1 		$1.29M Buy
24,400
+12,500
+105% +$629K 0.17% 99
2020
Q4 		$653K Sell
11,900
-10,100
-46% -$522K 0.09% 111
2020
Q3 		$1.09M Buy
+22,000
New +$1.06M 0.19% 103

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Te Ahumairangi Investment Management's KO Position: Q1 2022 in Review

Te Ahumairangi Investment Management sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 7,780 shares — an estimated $461K sold.

Te Ahumairangi Investment Management first reported a position in KO in Q3 2020 and held it in 6 quarters. The position peaked at $1.29M in Q1 2021. 2,765 funds tracked by Wall St. Rank hold KO as of Q1 2022.

  • Te Ahumairangi Investment Management reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
  • Te Ahumairangi Investment Management sold 7,780 Coca-Cola shares in Q1 2022, an estimated $461K.
  • Te Ahumairangi Investment Management first reported a position in Coca-Cola in Q3 2020 and held it in 6 quarters.
  • Te Ahumairangi Investment Management's Coca-Cola position peaked at $1.29M in Q1 2021.
  • 2,765 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Te Ahumairangi Investment Management's 13F filing for Q1 2022, filed 13 May 2022.