Ameritas Investment Company’s Coca-Cola KO Stock Holding History

Ameritas Investment Company’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	$3.03M	Buy	57,686 +39,158	+211%	+$2.18M	0.14%	130
2021 Q2	$2.79M	Sell	18,528 -23,169	-56%	-$1.26M	0.13%	125
2021 Q1	$2.2M	Buy	41,697 +20,641	+98%	+$1.04M	0.19%	116
2020 Q4	$1.15M	Sell	21,056 -592	-3%	-$30.6K	0.22%	111
2020 Q3	$967K	Hold	21,648	–	–	0.3%	91
2020 Q2	$967K	Sell	21,648 -7,072	-25%	-$326K	0.28%	95
2020 Q1	$1.27M	Buy	28,720 +13,745	+92%	+$742K	0.2%	83
2019 Q4	$829K	Sell	14,975 -1,818	-11%	-$97.7K	0.17%	117
2019 Q3	$913K	Buy	16,793 +7,554	+82%	+$405K	0.18%	107
2019 Q2	$470K	Sell	9,239 -7,392	-44%	-$362K	0.22%	106
2019 Q1	$780K	Buy	+16,631	New	+$778K	0.14%	128

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Ameritas Investment Company's KO Position: Q3 2021 in Review

Ameritas Investment Company increased its Coca-Cola (KO) stake by 211% in Q3 2021, buying an estimated $2.18M and bringing the position to 57,686 shares worth $3.03M. The position accounts for 0.14% of the portfolio, ranked #130.

Ameritas Investment Company first reported a position in KO in Q1 2019 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold KO as of Q3 2021.

Ameritas Investment Company held 57,686 shares of Coca-Cola worth $3.03M as of Q3 2021.
Ameritas Investment Company bought 39,158 Coca-Cola shares in Q3 2021, an estimated $2.18M.
Coca-Cola made up 0.14% of Ameritas Investment Company's portfolio in Q3 2021, its #130 holding.
Ameritas Investment Company first reported a position in Coca-Cola in Q1 2019 and has held it in 11 quarters since.
2,481 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.