tru Independence’s Coca-Cola KO Stock Holding History

tru Independence’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 Q3	–	Sell	-1,003	Closed	-$54K	–	277
2021 Q2	$54K	Buy	+1,003	New	+$54.6K	0.02%	199
2021 Q1	–	Sell	-2,281	Closed	-$126	–	514
2020 Q4	$126	Buy	2,281 +1,145	+101%	+$59.2K	﹤0.01%	446
2020 Q3	$56K	Sell	1,136 -7,693	-87%	-$370K	0.02%	205
2020 Q2	$394	Buy	8,829 +2,713	+44%	+$125K	0.06%	188
2020 Q1	$8.54K	Sell	6,116 -2,423	-28%	-$131K	1.39%	10
2019 Q4	$378K	Buy	+8,539	New	+$459K	0.05%	191

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

tru Independence's KO Position: Q3 2021 in Review

tru Independence sold out of Coca-Cola (KO) in Q3 2021, closing a stake of 1,003 shares — an estimated $54K sold.

tru Independence first reported a position in KO in Q4 2019 and held it in 6 quarters. The position peaked at $378K in Q4 2019. 2,480 funds tracked by Wall St. Rank hold KO as of Q3 2021.

tru Independence reported no remaining Coca-Cola position as of Q3 2021 after selling out during the quarter.
tru Independence sold 1,003 Coca-Cola shares in Q3 2021, an estimated $54K.
tru Independence first reported a position in Coca-Cola in Q4 2019 and held it in 6 quarters.
tru Independence's Coca-Cola position peaked at $378K in Q4 2019.
2,480 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.