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Cedar Capital’s Coca-Cola KO Stock Holding History

Cedar Capital’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 		– Sell
-33,499
Closed -$1.65M – 122
2020
Q3 		$1.65M Buy
33,499
+3,655
+12% +$176K 0.55% 63
2020
Q2 		$1.33M Sell
29,844
-3,721
-11% -$171K 0.51% 67
2020
Q1 		$1.49M Sell
33,565
-2,129
-6% -$115K 0.7% 39
2019
Q4 		$1.98M Buy
35,694
+4,970
+16% +$267K 0.91% 26
2019
Q3 		$1.67M Buy
30,724
+8,067
+36% +$432K 0.78% 35
2019
Q2 		$1.15M Buy
22,657
+1,219
+6% +$59.7K 0.49% 51
2019
Q1 		$1M Sell
21,438
-715
-3% -$33.4K 0.44% 63
2018
Q4 		$1.05M Buy
22,153
+6,746
+44% +$323K 0.53% 47
2018
Q3 		$712K Buy
15,407
+1,760
+13% +$80.4K 0.28% 86
2018
Q2 		$599K Buy
13,647
+2,628
+24% +$114K 0.26% 81
2018
Q1 		$479K Buy
11,019
+630
+6% +$28.3K 0.22% 82
2017
Q4 		$477K Buy
10,389
+1,784
+21% +$82K 0.23% 65
2017
Q3 		$387K Buy
8,605
+2,099
+32% +$95.5K 0.18% 65
2017
Q2 		$292K Buy
6,506
+297
+5% +$13.1K 0.13% 67
2017
Q1 		$264K Buy
+6,209
New +$259K 0.11% 75

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

Cedar Capital's KO Position: Q4 2020 in Review

Cedar Capital sold out of Coca-Cola (KO) in Q4 2020, closing a stake of 33,499 shares — an estimated $1.65M sold.

Cedar Capital first reported a position in KO in Q1 2017 and held it in 15 quarters. The position peaked at $1.98M in Q4 2019. 2,475 funds tracked by Wall St. Rank hold KO as of Q4 2020.

  • Cedar Capital reported no remaining Coca-Cola position as of Q4 2020 after selling out during the quarter.
  • Cedar Capital sold 33,499 Coca-Cola shares in Q4 2020, an estimated $1.65M.
  • Cedar Capital first reported a position in Coca-Cola in Q1 2017 and held it in 15 quarters.
  • Cedar Capital's Coca-Cola position peaked at $1.98M in Q4 2019.
  • 2,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on Cedar Capital's 13F filing for Q4 2020, filed 5 Feb 2021.