Turim 21 Investimentos’s Coca-Cola KO Stock Holding History

Turim 21 Investimentos’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 Q4	–	Sell	-72	Closed	-$4K	–	83
2022 Q3	$4K	Hold	72	–	–	﹤0.01%	79
2022 Q2	$5K	Hold	72	–	–	﹤0.01%	91
2022 Q1	$4K	Hold	72	–	–	﹤0.01%	114
2021 Q4	$4K	Hold	72	–	–	﹤0.01%	93
2021 Q3	$4K	Hold	72	–	–	﹤0.01%	92
2021 Q2	$4K	Buy	+72	New	+$3.92K	﹤0.01%	107
2021 Q1	–	Sell	-72	Closed	-$4K	–	138
2020 Q4	$4K	Hold	72	–	–	0.02%	87
2020 Q3	$4K	Hold	72	–	–	﹤0.01%	64
2020 Q2	$3K	Sell	72 -6,390	-99%	-$294K	﹤0.01%	32
2020 Q1	$286K	Buy	+6,462	New	+$349K	0.59%	17
2018 Q3	–	Sell	-1,180	Closed	-$53.9K	–	29
2018 Q2	$52K	Hold	1,180	–	–	0.03%	24
2018 Q1	$51K	Hold	1,180	–	–	0.02%	29
2017 Q4	$54K	Hold	1,180	–	–	0.02%	25
2017 Q3	$55K	Buy	+1,180	New	+$53.7K	0.01%	23

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Turim 21 Investimentos's KO Position: Q4 2022 in Review

Turim 21 Investimentos sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 72 shares — an estimated $4K sold.

Turim 21 Investimentos first reported a position in KO in Q3 2017 and held it in 14 quarters. The position peaked at $286K in Q1 2020. 2,879 funds tracked by Wall St. Rank hold KO as of Q4 2022.

Turim 21 Investimentos reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
Turim 21 Investimentos sold 72 Coca-Cola shares in Q4 2022, an estimated $4K.
Turim 21 Investimentos first reported a position in Coca-Cola in Q3 2017 and held it in 14 quarters.
Turim 21 Investimentos's Coca-Cola position peaked at $286K in Q1 2020.
2,879 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Turim 21 Investimentos's 13F filing for Q4 2022, filed 14 Feb 2023.