Weld Capital Management’s Coca-Cola KO Stock Holding History

Weld Capital Management’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	-47,647	Closed	-$2.61M	–	447
2020 Q4	$2.61M	Buy	+47,647	New	+$2.46M	1.03%	2
2020 Q3	–	Sell	-28,695	Closed	-$1.28M	–	578
2020 Q2	$1.28M	Buy	+28,695	New	+$1.32M	0.5%	41
2020 Q1	–	Sell	-25,026	Closed	-$1.39M	–	578
2019 Q4	$1.39M	Buy	25,026 +20,885	+504%	+$1.12M	0.27%	118
2019 Q3	$225K	Sell	4,141 -14,016	-77%	-$751K	0.04%	664
2019 Q2	$925K	Buy	+18,157	New	+$890K	0.17%	198
2019 Q1	–	Sell	-29,022	Closed	-$1.37M	–	771
2018 Q4	$1.37M	Buy	+29,022	New	+$1.39M	0.31%	69

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Weld Capital Management's KO Position: Q1 2021 in Review

Weld Capital Management sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 47,647 shares — an estimated $2.61M sold.

Weld Capital Management first reported a position in KO in Q4 2018 and held it in 6 quarters. The position peaked at $2.61M in Q4 2020. 2,487 funds tracked by Wall St. Rank hold KO as of Q1 2021.

Weld Capital Management reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
Weld Capital Management sold 47,647 Coca-Cola shares in Q1 2021, an estimated $2.61M.
Weld Capital Management first reported a position in Coca-Cola in Q4 2018 and held it in 6 quarters.
Weld Capital Management's Coca-Cola position peaked at $2.61M in Q4 2020.
2,487 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.