SEC 13F Intelligence

Ergoteles LLC / KO

Ergoteles LLC’s Coca Cola Co Position

Does Ergoteles LLC own Coca Cola Co (KO)? Not currently — the last reported position was 170.3K shares worth $10M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$10M
Q2 2023
Shares
170.3K
% of Portfolio
+0.49%
Quarters Held
4
position exited

Position History KO

Reported value by quarter
Q4 ’21: $232,000Q4 ’21Q1 ’22: $1MQ1 ’22Q3 ’22: $5MQ3 ’22Q2 ’23: $10MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023170.3K$10M+0.49%
Q3 202280.5K$5M+0.16%
Q1 202219.0K$1M+0.04%
Q4 20213.9K$232,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ergoteles LLC’s full portfolio or all institutional holders of KO.