Covenant Multifamily Offices’s Coca-Cola KO Stock Holding History

Covenant Multifamily Offices’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 Q3	$272K	Buy	+5,118	New	+$285K	0.05%	192

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

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

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

Covenant Multifamily Offices's KO Position: Q3 2021 in Review

Covenant Multifamily Offices opened a new position in Coca-Cola (KO) in Q3 2021: 5,118 shares worth $272K. The stake represents 0.05% of the portfolio and ranks #192 among its holdings.

2,481 funds tracked by Wall St. Rank hold KO as of Q3 2021.

Covenant Multifamily Offices held 5,118 shares of Coca-Cola worth $272K as of Q3 2021.
Coca-Cola was a new Covenant Multifamily Offices position in Q3 2021.
Coca-Cola made up 0.05% of Covenant Multifamily Offices's portfolio in Q3 2021, its #192 holding.
2,481 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Covenant Multifamily Offices's 13F filing for Q3 2021, filed 21 Oct 2021.