IAT Reinsurance’s Coca-Cola KO Stock Holding History

IAT Reinsurance’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 Q2	–	Sell	-15,000	Closed	-$791K	–	99
2021 Q1	$791K	Hold	15,000	–	–	0.12%	62
2020 Q4	$823K	Hold	15,000	–	–	0.17%	43
2020 Q3	$741K	Hold	15,000	–	–	0.18%	49
2020 Q2	$670K	Hold	15,000	–	–	0.18%	45
2020 Q1	$664K	Hold	15,000	–	–	0.19%	49
2019 Q4	$830K	Hold	15,000	–	–	0.15%	49
2019 Q3	$817K	Hold	15,000	–	–	0.14%	74
2019 Q2	$764K	Hold	15,000	–	–	0.12%	79
2019 Q1	$703K	Hold	15,000	–	–	0.12%	89
2018 Q4	$710K	Hold	15,000	–	–	0.13%	88
2018 Q3	$693K	Hold	15,000	–	–	0.1%	91
2018 Q2	$658K	Hold	15,000	–	–	0.1%	84
2018 Q1	$651K	Hold	15,000	–	–	0.1%	84
2017 Q4	$688K	Hold	15,000	–	–	0.1%	78
2017 Q3	$675K	Hold	15,000	–	–	0.1%	78
2017 Q2	$673K	Hold	15,000	–	–	0.11%	68
2017 Q1	$637K	Hold	15,000	–	–	0.11%	66
2016 Q4	$622K	Hold	15,000	–	–	0.11%	74
2016 Q3	$635K	Hold	15,000	–	–	0.12%	67
2016 Q2	$680K	Hold	15,000	–	–	0.47%	52
2016 Q1	$696K	Hold	15,000	–	–	0.46%	52
2015 Q4	$644K	Hold	15,000	–	–	0.43%	51
2015 Q3	$602K	Hold	15,000	–	–	0.12%	74
2015 Q2	$588K	Hold	15,000	–	–	0.09%	78
2015 Q1	$608K	Hold	15,000	–	–	0.09%	80
2014 Q4	$633K	Buy	+15,000	New	+$641K	0.09%	80

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

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

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

IAT Reinsurance's KO Position: Q2 2021 in Review

IAT Reinsurance sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 15,000 shares — an estimated $791K sold.

IAT Reinsurance first reported a position in KO in Q4 2014 and held it in 26 quarters. The position peaked at $830K in Q4 2019. 2,500 funds tracked by Wall St. Rank hold KO as of Q2 2021.

IAT Reinsurance reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
IAT Reinsurance sold 15,000 Coca-Cola shares in Q2 2021, an estimated $791K.
IAT Reinsurance first reported a position in Coca-Cola in Q4 2014 and held it in 26 quarters.
IAT Reinsurance's Coca-Cola position peaked at $830K in Q4 2019.
2,500 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on IAT Reinsurance's 13F filing for Q2 2021, filed 6 Aug 2021.