HPCM
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Hunter Perkins Capital Management’s Coca-Cola KO Stock Holding History

Hunter Perkins Capital Management’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 		– Sell
-7,500
Closed -$411K – 132
2020
Q4 		$411K Buy
+7,500
New +$388K 0.07% 126

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State Street
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Wellington Management Group
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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hunter Perkins Capital Management's KO Position: Q1 2021 in Review

Hunter Perkins Capital Management sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 7,500 shares — an estimated $411K sold.

Hunter Perkins Capital Management first reported a position in KO in Q4 2020 and held it in 1 quarter. The position peaked at $411K in Q4 2020. 2,486 funds tracked by Wall St. Rank hold KO as of Q1 2021.

  • Hunter Perkins Capital Management reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
  • Hunter Perkins Capital Management sold 7,500 Coca-Cola shares in Q1 2021, an estimated $411K.
  • Hunter Perkins Capital Management first reported a position in Coca-Cola in Q4 2020 and held it in 1 quarter.
  • Hunter Perkins Capital Management's Coca-Cola position peaked at $411K in Q4 2020.
  • 2,486 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Hunter Perkins Capital Management's 13F filing for Q1 2021, filed 28 Apr 2021.