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

Zenyatta 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
2023 Q2	–	Sell	-25,000	Closed	-$1.55M	–	33
2023 Q1	$1.55M	Sell	25,000 -25,000	-50%	-$1.51M	1.67%	18
2022 Q4	$3.18M	Buy	+50,000	New	+$3.02M	1.78%	20

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Zenyatta Capital Management's KO Position: Q2 2023 in Review

Zenyatta Capital Management sold out of Coca-Cola (KO) in Q2 2023, closing a stake of 25,000 shares — an estimated $1.55M sold.

Zenyatta Capital Management first reported a position in KO in Q4 2022 and held it in 2 quarters. The position peaked at $3.18M in Q4 2022. 2,881 funds tracked by Wall St. Rank hold KO as of Q2 2023.

Zenyatta Capital Management reported no remaining Coca-Cola position as of Q2 2023 after selling out during the quarter.
Zenyatta Capital Management sold 25,000 Coca-Cola shares in Q2 2023, an estimated $1.55M.
Zenyatta Capital Management first reported a position in Coca-Cola in Q4 2022 and held it in 2 quarters.
Zenyatta Capital Management's Coca-Cola position peaked at $3.18M in Q4 2022.
2,881 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2023.

Based on Zenyatta Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.