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Bel Air Investment Advisors’s Coca-Cola KO Stock Holding History

Bel Air Investment Advisors’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
Q2 		$554K Sell
10,236
-12,438
-55% -$677K 0.02% 247
2021
Q1 		$1.2M Buy
+22,674
New +$1.14M 0.04% 181
2013
Q3 		$24.9M Buy
657,276
+11,327
+2% +$448K 3.49% 9
2013
Q2 		$25.9M Buy
+645,949
New +$26.7M 3.79% 5

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

Bel Air Investment Advisors's KO Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Coca-Cola (KO) stake by 55% in Q2 2021, selling an estimated $677K and leaving 10,236 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #247.

Bel Air Investment Advisors first reported a position in KO in Q2 2013 and has held it in 4 quarters since. The position peaked at $25.9M in Q2 2013. 2,501 funds tracked by Wall St. Rank hold KO as of Q2 2021.

  • Bel Air Investment Advisors held 10,236 shares of Coca-Cola worth $554K as of Q2 2021.
  • Bel Air Investment Advisors sold 12,438 Coca-Cola shares in Q2 2021, an estimated $677K.
  • Coca-Cola made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #247 holding.
  • Bel Air Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's Coca-Cola position peaked at $25.9M in Q2 2013.
  • 2,501 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.