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Altavista Wealth Management’s Coca-Cola KO Stock Holding History

Altavista Wealth 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
Q4 		$791K Buy
13,355
+70
+0.5% +$3.9K 0.16% 101
2021
Q3 		$697K Buy
13,285
+35
+0.3% +$1.95K 0.16% 100
2021
Q2 		$717K Buy
13,250
+76
+0.6% +$4.13K 0.16% 98
2021
Q1 		$694K Sell
13,174
-797
-6% -$40.1K 0.17% 95
2020
Q4 		$766K Sell
13,971
-128
-0.9% -$6.62K 0.19% 85
2020
Q3 		$696K Buy
14,099
+40
+0.3% +$1.92K 0.19% 78
2020
Q2 		$628K Buy
14,059
+42
+0.3% +$1.94K 0.18% 85
2020
Q1 		$620K Sell
14,017
-9
-0.1% -$486 0.21% 77
2019
Q4 		$776K Buy
14,026
+370
+3% +$19.9K 0.23% 84
2019
Q3 		$743K Sell
13,656
-664
-5% -$35.6K 0.23% 81
2019
Q2 		$729K Buy
14,320
+37
+0.3% +$1.81K 0.23% 82
2019
Q1 		$669K Hold
14,283
– – 0.24% 86
2018
Q4 		$676K Buy
14,283
+68
+0.5% +$3.25K 0.28% 81
2018
Q3 		$657K Sell
14,215
-1,163
-8% -$53.1K 0.24% 86
2018
Q2 		$674K Sell
15,378
-711
-4% -$30.7K 0.27% 82
2018
Q1 		$699K Sell
16,089
-1,000
-6% -$44.9K 0.3% 81
2017
Q4 		$784K Buy
17,089
+3,546
+26% +$163K 0.33% 75
2017
Q3 		$610K Buy
13,543
+452
+3% +$20.6K 0.29% 73
2017
Q2 		$587K Buy
13,091
+1,130
+9% +$49.9K 0.29% 74
2017
Q1 		$508K Buy
11,961
+5,383
+82% +$225K 0.25% 76
2016
Q4 		$273K Buy
6,578
+2
+0% +$83 0.15% 109
2016
Q3 		$278K Buy
6,576
+2
+0% +$88 0.15% 110
2016
Q2 		$298K Sell
6,574
-620
-9% -$28K 0.16% 102
2016
Q1 		$334K Buy
7,194
+397
+6% +$17.3K 0.19% 95
2015
Q4 		$292K Sell
6,797
-771
-10% -$32.7K 0.17% 100
2015
Q3 		$304K Buy
7,568
+25
+0.3% +$1K 0.2% 94
2015
Q2 		$296K Buy
+7,543
New +$307K 0.18% 96
2013
Q3 		– Sell
-5,594
Closed -$224K – 115
2013
Q2 		$224K Buy
+5,594
New +$232K 0.15% 107

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Altavista Wealth Management's KO Position: Q4 2021 in Review

Altavista Wealth Management increased its Coca-Cola (KO) stake by 0.53% in Q4 2021, buying an estimated $3.9K and bringing the position to 13,355 shares worth $791K. The position accounts for 0.16% of the portfolio, ranked #101.

Altavista Wealth Management first reported a position in KO in Q2 2013 and has held it in 28 quarters since. 2,732 funds tracked by Wall St. Rank hold KO as of Q4 2021.

  • Altavista Wealth Management held 13,355 shares of Coca-Cola worth $791K as of Q4 2021.
  • Altavista Wealth Management bought 70 Coca-Cola shares in Q4 2021, an estimated $3.9K.
  • Coca-Cola made up 0.16% of Altavista Wealth Management's portfolio in Q4 2021, its #101 holding.
  • Altavista Wealth Management first reported a position in Coca-Cola in Q2 2013 and has held it in 28 quarters since.
  • 2,732 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.