TIAM2
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Tru Independence Asset Management 2’s Coca-Cola KO Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-2,415
Closed -$132K – 266
2020
Q4 		$132K Buy
+2,415
New +$125K 0.11% 108

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tru Independence Asset Management 2's KO Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 2,415 shares — an estimated $132K sold.

Tru Independence Asset Management 2 first reported a position in KO in Q4 2020 and held it in 1 quarter. The position peaked at $132K in Q4 2020. 2,486 funds tracked by Wall St. Rank hold KO as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 2,415 Coca-Cola shares in Q1 2021, an estimated $132K.
  • Tru Independence Asset Management 2 first reported a position in Coca-Cola in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Coca-Cola position peaked at $132K in Q4 2020.
  • 2,486 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.