WestHill Financial Advisors’s Coca-Cola KO Stock Holding History

WestHill Financial Advisors’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 Q1	–	Sell	-4,812	Closed	-$285K	–	126
2021 Q4	$285K	Hold	4,812	–	–	0.08%	53
2021 Q3	$252K	Buy	+4,812	New	+$268K	0.08%	52
2021 Q1	$206K	Sell	3,902 -71	-2%	-$3.57K	0.07%	51
2020 Q4	$218K	Buy	+3,973	New	+$205K	0.09%	47

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

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

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

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

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

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

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

WestHill Financial Advisors's KO Position: Q1 2022 in Review

WestHill Financial Advisors sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 4,812 shares — an estimated $285K sold.

WestHill Financial Advisors first reported a position in KO in Q4 2020 and held it in 4 quarters. The position peaked at $285K in Q4 2021. 2,765 funds tracked by Wall St. Rank hold KO as of Q1 2022.

WestHill Financial Advisors reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
WestHill Financial Advisors sold 4,812 Coca-Cola shares in Q1 2022, an estimated $285K.
WestHill Financial Advisors first reported a position in Coca-Cola in Q4 2020 and held it in 4 quarters.
WestHill Financial Advisors's Coca-Cola position peaked at $285K in Q4 2021.
2,765 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on WestHill Financial Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.