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JBJ Investment Partners’s Coca-Cola KO Stock Holding History

JBJ Investment Partners’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
-4,636
Closed -$244K – 63
2021
Q1 		$244K Sell
4,636
-1,035
-18% -$52.1K 0.05% 55
2020
Q4 		$311K Buy
+5,671
New +$293K 0.07% 50
2019
Q2 		– Sell
-2,496
Closed -$117K – 127
2019
Q1 		$117K Buy
+2,496
New +$117K 0.04% 57

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JBJ Investment Partners's KO Position: Q2 2021 in Review

JBJ Investment Partners sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 4,636 shares — an estimated $244K sold.

JBJ Investment Partners first reported a position in KO in Q1 2019 and held it in 3 quarters. The position peaked at $311K in Q4 2020. 2,501 funds tracked by Wall St. Rank hold KO as of Q2 2021.

  • JBJ Investment Partners reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
  • JBJ Investment Partners sold 4,636 Coca-Cola shares in Q2 2021, an estimated $244K.
  • JBJ Investment Partners first reported a position in Coca-Cola in Q1 2019 and held it in 3 quarters.
  • JBJ Investment Partners's Coca-Cola position peaked at $311K in Q4 2020.
  • 2,501 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on JBJ Investment Partners's 13F filing for Q2 2021, filed 20 Jul 2021.