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Atlanta Financial Associates’s Coca-Cola KO Stock Holding History

Atlanta Financial Associates’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
Q1 		$794K Hold
14,483
– – 0.37% 27
2020
Q4 		$794K Buy
14,483
+182
+1% +$9.41K 0.37% 27
2020
Q3 		$706K Buy
14,301
+608
+4% +$29.2K 0.36% 25
2020
Q2 		$612K Sell
13,693
-247
-2% -$11.4K 0.34% 27
2020
Q1 		$617K Buy
+13,940
New +$753K 0.49% 21

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlanta Financial Associates's KO Position: Q1 2021 in Review

Atlanta Financial Associates held its Coca-Cola (KO) position steady in Q1 2021 at 14,483 shares worth $794K. The position accounts for 0.37% of the portfolio, ranked #27.

Atlanta Financial Associates first reported a position in KO in Q1 2020 and has held it in 5 quarters since. 2,485 funds tracked by Wall St. Rank hold KO as of Q1 2021.

  • Atlanta Financial Associates held 14,483 shares of Coca-Cola worth $794K as of Q1 2021.
  • Atlanta Financial Associates left its Coca-Cola share count unchanged in Q1 2021.
  • Coca-Cola made up 0.37% of Atlanta Financial Associates's portfolio in Q1 2021, its #27 holding.
  • Atlanta Financial Associates first reported a position in Coca-Cola in Q1 2020 and has held it in 5 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.