Hatton Consulting’s Coca-Cola KO Stock Holding History

Hatton 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 Q3	$430K	Buy	8,201 +456	+6%	+$25.4K	0.32%	29
2021 Q2	$419K	Buy	+7,745	New	+$421K	0.33%	31

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hatton Consulting's KO Position: Q3 2021 in Review

Hatton Consulting increased its Coca-Cola (KO) stake by 5.9% in Q3 2021, buying an estimated $25.4K and bringing the position to 8,201 shares worth $430K. The position accounts for 0.32% of the portfolio, ranked #29.

Hatton Consulting first reported a position in KO in Q2 2021 and has held it in 2 quarters since. 2,483 funds tracked by Wall St. Rank hold KO as of Q3 2021.

Hatton Consulting held 8,201 shares of Coca-Cola worth $430K as of Q3 2021.
Hatton Consulting bought 456 Coca-Cola shares in Q3 2021, an estimated $25.4K.
Coca-Cola made up 0.32% of Hatton Consulting's portfolio in Q3 2021, its #29 holding.
Hatton Consulting first reported a position in Coca-Cola in Q2 2021 and has held it in 2 quarters since.
2,483 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.