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	–	139
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 Q4	–	Hold	0	–	–	–	33
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

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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