CSat Investment Advisory’s Coca-Cola KO Stock Holding History

CSat Investment Advisory’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 Q1	$3K	Buy	63 +16	+34%	+$805	﹤0.01%	507
2020 Q4	$3K	Sell	47 -23,467	-100%	-$1.21M	﹤0.01%	506
2020 Q3	$1.16M	Buy	23,514 +240	+1%	+$11.5K	0.1%	95
2020 Q2	$1.04M	Buy	23,274 +550	+2%	+$25.3K	0.13%	85
2020 Q1	$1M	Buy	22,724 +7,566	+50%	+$409K	0.21%	69
2019 Q4	$839K	Buy	15,158 +3,991	+36%	+$215K	0.22%	90
2019 Q3	$608K	Buy	11,167 +348	+3%	+$18.6K	0.19%	91
2019 Q2	$551K	Buy	10,819 +5,884	+119%	+$288K	0.19%	95
2019 Q1	$231K	Buy	4,935 +2,113	+75%	+$98.8K	0.12%	115
2018 Q4	$134K	Sell	2,822 -26,944	-91%	-$1.29M	0.08%	120
2018 Q3	$1.38M	Buy	29,766 +2,642	+10%	+$121K	0.78%	34
2018 Q2	$1.19M	Buy	+27,124	New	+$1.17M	0.63%	39

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

CSat Investment Advisory's KO Position: Q1 2021 in Review

CSat Investment Advisory increased its Coca-Cola (KO) stake by 34% in Q1 2021, buying an estimated $805 and bringing the position to 63 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

CSat Investment Advisory first reported a position in KO in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.38M in Q3 2018. 2,486 funds tracked by Wall St. Rank hold KO as of Q1 2021.

CSat Investment Advisory held 63 shares of Coca-Cola worth $3K as of Q1 2021.
CSat Investment Advisory bought 16 Coca-Cola shares in Q1 2021, an estimated $805.
Coca-Cola made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #507 holding.
CSat Investment Advisory first reported a position in Coca-Cola in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Coca-Cola position peaked at $1.38M in Q3 2018.
2,486 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.