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Berry Group’s Coca-Cola KO Stock Holding History

Berry Group’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
2020
Q4 		$915K Buy
16,689
+188
+1% +$9.72K 0.41% 50
2020
Q3 		$815K Buy
16,501
+208
+1% +$10K 0.44% 48
2020
Q2 		$728K Buy
16,293
+100
+0.6% +$4.61K 0.45% 49
2020
Q1 		$717K Sell
16,193
-351
-2% -$19K 0.54% 46
2019
Q4 		$916K Buy
+16,544
New +$889K 0.5% 45

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
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
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

Berry Group's KO Position: Q4 2020 in Review

Berry Group increased its Coca-Cola (KO) stake by 1.1% in Q4 2020, buying an estimated $9.72K and bringing the position to 16,689 shares worth $915K. The position accounts for 0.41% of the portfolio, ranked #50.

Berry Group first reported a position in KO in Q4 2019 and has held it in 5 quarters since. The position peaked at $916K in Q4 2019. 2,475 funds tracked by Wall St. Rank hold KO as of Q4 2020.

  • Berry Group held 16,689 shares of Coca-Cola worth $915K as of Q4 2020.
  • Berry Group bought 188 Coca-Cola shares in Q4 2020, an estimated $9.72K.
  • Coca-Cola made up 0.41% of Berry Group's portfolio in Q4 2020, its #50 holding.
  • Berry Group first reported a position in Coca-Cola in Q4 2019 and has held it in 5 quarters since.
  • Berry Group's Coca-Cola position peaked at $916K in Q4 2019.
  • 2,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.