Clear Perspective Advisors’s Coca-Cola KO Stock Holding History

Clear Perspective 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 Q4	$266K	Hold	4,493	–	–	0.08%	147
2021 Q3	$236K	Hold	4,493	–	–	0.08%	151
2021 Q2	$243K	Buy	4,493 +127	+3%	+$6.91K	0.08%	149
2021 Q1	$230K	Sell	4,366 -162	-4%	-$8.15K	0.09%	144
2020 Q4	$248K	Buy	+4,528	New	+$234K	0.1%	128
2018 Q3	–	Sell	-3,880	Closed	-$170K	–	303
2018 Q2	$170K	Hold	3,880	–	–	0.12%	148
2018 Q1	$169K	Sell	3,880 -411	-10%	-$18.5K	0.13%	147
2017 Q4	$197K	Hold	4,291	–	–	0.15%	132
2017 Q3	$193K	Sell	4,291 -74	-2%	-$3.37K	0.16%	133
2017 Q2	$196K	Sell	4,365 -400	-8%	-$17.7K	0.16%	124
2017 Q1	$202K	Hold	4,765	–	–	0.13%	119
2016 Q4	$198K	Buy	+4,765	New	+$198K	0.13%	123

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Clear Perspective Advisors's KO Position: Q4 2021 in Review

Clear Perspective Advisors held its Coca-Cola (KO) position steady in Q4 2021 at 4,493 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #147.

Clear Perspective Advisors first reported a position in KO in Q4 2016 and has held it in 12 quarters since. 2,732 funds tracked by Wall St. Rank hold KO as of Q4 2021.

Clear Perspective Advisors held 4,493 shares of Coca-Cola worth $266K as of Q4 2021.
Clear Perspective Advisors left its Coca-Cola share count unchanged in Q4 2021.
Coca-Cola made up 0.08% of Clear Perspective Advisors's portfolio in Q4 2021, its #147 holding.
Clear Perspective Advisors first reported a position in Coca-Cola in Q4 2016 and has held it in 12 quarters since.
2,732 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.