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Adirondack Research & Management’s Coca-Cola KO Stock Holding History

Adirondack Research & 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
Q3 		$816K Buy
15,544
+142
+0.9% +$7.92K 0.99% 42
2021
Q2 		$833K Buy
15,402
+2
+0% +$109 0.97% 45
2021
Q1 		$812K Buy
+15,400
New +$775K 0.96% 47

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Adirondack Research & Management's KO Position: Q3 2021 in Review

Adirondack Research & Management increased its Coca-Cola (KO) stake by 0.92% in Q3 2021, buying an estimated $7.92K and bringing the position to 15,544 shares worth $816K. The position accounts for 0.99% of the portfolio, ranked #42.

Adirondack Research & Management first reported a position in KO in Q1 2021 and has held it in 3 quarters since. The position peaked at $833K in Q2 2021. 2,480 funds tracked by Wall St. Rank hold KO as of Q3 2021.

  • Adirondack Research & Management held 15,544 shares of Coca-Cola worth $816K as of Q3 2021.
  • Adirondack Research & Management bought 142 Coca-Cola shares in Q3 2021, an estimated $7.92K.
  • Coca-Cola made up 0.99% of Adirondack Research & Management's portfolio in Q3 2021, its #42 holding.
  • Adirondack Research & Management first reported a position in Coca-Cola in Q1 2021 and has held it in 3 quarters since.
  • Adirondack Research & Management's Coca-Cola position peaked at $833K in Q2 2021.
  • 2,480 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Adirondack Research & Management's 13F filing for Q3 2021, filed 29 Oct 2021.