BTG Pactual Global Asset Management’s Coca-Cola KO Stock Holding History

BTG Pactual Global Asset 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	–	Sell	-6,363	Closed	-$334K	–	95
2021 Q3	$334K	Buy	+6,363	New	+$355K	0.06%	138
2021 Q2	–	Sell	-23,256	Closed	-$1.23M	–	70
2021 Q1	$1.23M	Sell	23,256 -35,893	-61%	-$1.81M	0.33%	54
2020 Q4	$3.24M	Sell	59,149 -11,524	-16%	-$596K	0.45%	49
2020 Q3	$3.49M	Buy	+70,673	New	+$3.4M	0.46%	78
2015 Q4	–	Sell	-70,560	Closed	-$2.83M	–	69
2015 Q3	$2.83M	Buy	+70,560	New	+$2.83M	0.22%	81
2015 Q2	–	Sell	-125,000	Closed	-$5.07M	–	210
2015 Q1	$5.07M	Buy	+125,000	New	+$5.23M	0.39%	64
2014 Q4	–	Sell	-87,100	Closed	-$3.71M	–	200
2014 Q3	$3.71M	Buy	+87,100	New	+$3.6M	0.44%	59

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BTG Pactual Global Asset Management's KO Position: Q4 2021 in Review

BTG Pactual Global Asset Management sold out of Coca-Cola (KO) in Q4 2021, closing a stake of 6,363 shares — an estimated $334K sold.

BTG Pactual Global Asset Management first reported a position in KO in Q3 2014 and held it in 7 quarters. The position peaked at $5.07M in Q1 2015. 2,732 funds tracked by Wall St. Rank hold KO as of Q4 2021.

BTG Pactual Global Asset Management reported no remaining Coca-Cola position as of Q4 2021 after selling out during the quarter.
BTG Pactual Global Asset Management sold 6,363 Coca-Cola shares in Q4 2021, an estimated $334K.
BTG Pactual Global Asset Management first reported a position in Coca-Cola in Q3 2014 and held it in 7 quarters.
BTG Pactual Global Asset Management's Coca-Cola position peaked at $5.07M in Q1 2015.
2,732 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on BTG Pactual Global Asset Management's 13F filing for Q4 2021, filed 9 Feb 2022.