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Crescent Capital Consulting’s Coca-Cola KO Stock Holding History

Crescent Capital Consulting’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 		$7.06M Buy
119,162
+38,764
+48% +$2.16M 1.16% 23
2021
Q3 		$4.21M Hold
80,398
– – 0.77% 33
2021
Q2 		$4.35M Sell
80,398
-280
-0.3% -$15.2K 0.81% 32
2021
Q1 		$4.25M Buy
80,678
+39,620
+96% +$1.99M 0.93% 31
2020
Q4 		$2.25M Buy
+41,058
New +$2.12M 0.58% 49

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Crescent Capital Consulting's KO Position: Q4 2021 in Review

Crescent Capital Consulting increased its Coca-Cola (KO) stake by 48% in Q4 2021, buying an estimated $2.16M and bringing the position to 119,162 shares worth $7.06M. The position accounts for 1.16% of the portfolio, ranked #23.

Crescent Capital Consulting first reported a position in KO in Q4 2020 and has held it in 5 quarters since. 2,731 funds tracked by Wall St. Rank hold KO as of Q4 2021.

  • Crescent Capital Consulting held 119,162 shares of Coca-Cola worth $7.06M as of Q4 2021.
  • Crescent Capital Consulting bought 38,764 Coca-Cola shares in Q4 2021, an estimated $2.16M.
  • Coca-Cola made up 1.16% of Crescent Capital Consulting's portfolio in Q4 2021, its #23 holding.
  • Crescent Capital Consulting first reported a position in Coca-Cola in Q4 2020 and has held it in 5 quarters since.
  • 2,731 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.