UMC
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United Maritime Capital’s Coca-Cola KO Stock Holding History

United Maritime Capital’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
Q4 		– Sell
-7,300
Closed -$383K – 79
2021
Q3 		$383K Buy
7,300
+1,700
+30% +$94.8K 0.43% 52
2021
Q2 		$305K Sell
5,600
-500
-8% -$27.2K 0.23% 58
2021
Q1 		$322K Sell
6,100
-1,900
-24% -$95.6K 0.27% 54
2020
Q4 		$439K Buy
+8,000
New +$414K 0.38% 38

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

United Maritime Capital's KO Position: Q4 2021 in Review

United Maritime Capital sold out of Coca-Cola (KO) in Q4 2021, closing a stake of 7,300 shares — an estimated $383K sold.

United Maritime Capital first reported a position in KO in Q4 2020 and held it in 4 quarters. The position peaked at $439K in Q4 2020. 2,732 funds tracked by Wall St. Rank hold KO as of Q4 2021.

  • United Maritime Capital reported no remaining Coca-Cola position as of Q4 2021 after selling out during the quarter.
  • United Maritime Capital sold 7,300 Coca-Cola shares in Q4 2021, an estimated $383K.
  • United Maritime Capital first reported a position in Coca-Cola in Q4 2020 and held it in 4 quarters.
  • United Maritime Capital's Coca-Cola position peaked at $439K in Q4 2020.
  • 2,732 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on United Maritime Capital's 13F filing for Q4 2021, filed 14 Feb 2022.