Independence Advisors’s Coca-Cola KO Stock Holding History

Independence Advisors’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
2020 Q3	$322K	Sell	6,532 -876	-12%	-$42.1K	0.07%	65
2020 Q2	$331K	Sell	7,408 -57	-0.8%	-$2.63K	0.08%	62
2020 Q1	$330K	Hold	7,465	–	–	0.09%	55
2019 Q4	$413K	Sell	7,465 -390	-5%	-$21K	0.1%	55
2019 Q3	$428K	Sell	7,855 -367	-4%	-$19.7K	0.1%	58
2019 Q2	$419K	Buy	8,222 +1,174	+17%	+$57.5K	0.11%	59
2019 Q1	$330K	Sell	7,048 -720	-9%	-$33.7K	0.09%	63
2018 Q4	$368K	Sell	7,768 -400	-5%	-$19.1K	0.12%	54
2018 Q3	$377K	Buy	8,168 +360	+5%	+$16.4K	0.11%	53
2018 Q2	$342K	Sell	7,808 -925	-11%	-$40K	0.11%	54
2018 Q1	$379K	Sell	8,733 -207	-2%	-$9.3K	0.13%	51
2017 Q4	$410K	Sell	8,940 -400	-4%	-$18.4K	0.14%	49
2017 Q3	$420K	Sell	9,340 -67	-0.7%	-$3.05K	0.17%	44
2017 Q2	$422K	Sell	9,407 -266	-3%	-$11.8K	0.17%	47
2017 Q1	$411K	Buy	9,673 +200	+2%	+$8.34K	0.17%	47
2016 Q4	$393K	Sell	9,473 -925	-9%	-$38.5K	0.17%	47
2016 Q3	$440K	Buy	+10,398	New	+$456K	0.21%	42

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Independence Advisors's KO Position: Q3 2020 in Review

Independence Advisors reduced its Coca-Cola (KO) stake by 12% in Q3 2020, selling an estimated $42.1K and leaving 6,532 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #65.

Independence Advisors first reported a position in KO in Q3 2016 and has held it in 17 quarters since. The position peaked at $440K in Q3 2016. 2,299 funds tracked by Wall St. Rank hold KO as of Q3 2020.

Independence Advisors held 6,532 shares of Coca-Cola worth $322K as of Q3 2020.
Independence Advisors sold 876 Coca-Cola shares in Q3 2020, an estimated $42.1K.
Coca-Cola made up 0.07% of Independence Advisors's portfolio in Q3 2020, its #65 holding.
Independence Advisors first reported a position in Coca-Cola in Q3 2016 and has held it in 17 quarters since.
Independence Advisors's Coca-Cola position peaked at $440K in Q3 2016.
2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.