Zeit Capital’s Coca-Cola KO Stock Holding History

Zeit 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
2022 Q4	–	Sell	-200	Closed	-$11K	–	35
2022 Q3	$11K	Hold	200	–	–	0.01%	26
2022 Q2	$13K	Hold	200	–	–	0.01%	25
2022 Q1	$12K	Hold	200	–	–	0.01%	26
2021 Q4	$12K	Hold	200	–	–	0.01%	29
2021 Q3	$10K	Hold	200	–	–	0.01%	30
2021 Q2	$11K	Hold	200	–	–	0.01%	31
2021 Q1	$11K	Hold	200	–	–	0.01%	33
2020 Q4	$10K	Buy	+200	New	+$10.3K	0.01%	31

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

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

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

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

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

Zeit Capital's KO Position: Q4 2022 in Review

Zeit Capital sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 200 shares — an estimated $11K sold.

Zeit Capital first reported a position in KO in Q4 2020 and held it in 8 quarters. The position peaked at $13K in Q2 2022. 2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

Zeit Capital reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
Zeit Capital sold 200 Coca-Cola shares in Q4 2022, an estimated $11K.
Zeit Capital first reported a position in Coca-Cola in Q4 2020 and held it in 8 quarters.
Zeit Capital's Coca-Cola position peaked at $13K in Q2 2022.
2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Zeit Capital's 13F filing for Q4 2022, filed 8 Feb 2023.