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Landsberg Bennett & Dubbaneh’s Coca-Cola KO Stock Holding History

Landsberg Bennett & Dubbaneh’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 		– Sell
-9,417
Closed -$507K – 282
2021
Q2 		$507K Buy
9,417
+60
+0.6% +$3.26K 0.07% 169
2021
Q1 		$491K Sell
9,357
-805
-8% -$40.5K 0.07% 165
2020
Q4 		$557K Sell
10,162
-9,747
-49% -$504K 0.09% 138
2020
Q3 		$974K Buy
19,909
+3,117
+19% +$150K 0.17% 112
2020
Q2 		$745K Buy
16,792
+5,410
+48% +$249K 0.15% 117
2020
Q1 		$500K Buy
11,382
+7,590
+200% +$410K 0.14% 111
2019
Q4 		$210K Sell
3,792
-168
-4% -$9.03K 0.05% 235
2019
Q3 		$215K Buy
+3,960
New +$212K 0.06% 199

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's KO Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh sold out of Coca-Cola (KO) in Q3 2021, closing a stake of 9,417 shares — an estimated $507K sold.

Landsberg Bennett & Dubbaneh first reported a position in KO in Q3 2019 and held it in 8 quarters. The position peaked at $974K in Q3 2020. 2,481 funds tracked by Wall St. Rank hold KO as of Q3 2021.

  • Landsberg Bennett & Dubbaneh reported no remaining Coca-Cola position as of Q3 2021 after selling out during the quarter.
  • Landsberg Bennett & Dubbaneh sold 9,417 Coca-Cola shares in Q3 2021, an estimated $507K.
  • Landsberg Bennett & Dubbaneh first reported a position in Coca-Cola in Q3 2019 and held it in 8 quarters.
  • Landsberg Bennett & Dubbaneh's Coca-Cola position peaked at $974K in Q3 2020.
  • 2,481 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.