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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
2022
Q2 		– Sell
-77,900
Closed -$4.83M – 144
2022
Q1 		$4.83M Buy
+77,900
New +$4.74M 0.64% 63
2021
Q4 		– Sell
-116,600
Closed -$6.12M – 96
2021
Q3 		$6.12M Buy
+116,600
New +$6.5M 1.06% 26
2020
Q3 		– Sell
-150,000
Closed -$6.7M – 152
2020
Q2 		$6.7M Buy
+150,000
New +$6.91M 0.92% 32

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
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.