Level Four Financial’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$386K Buy
7,359
+314
+4% +$17.5K 0.17% 157
2021
Q2
$381K Buy
7,045
+324
+5% +$17.6K 0.16% 178
2021
Q1
$354K Buy
6,721
+389
+6% +$19.6K 0.16% 173
2020
Q4
$347K Buy
+6,332
New +$327K 0.15% 190

Other funds holding KO

Level Four Financial's KO Position: Q3 2021 in Review

Level Four Financial increased its Coca-Cola (KO) stake by 4.5% in Q3 2021, buying an estimated $17.5K and bringing the position to 7,359 shares worth $386K. The position accounts for 0.17% of the portfolio, ranked #157.

Level Four Financial first reported a position in KO in Q4 2020 and has held it in 4 quarters since. 2,483 funds tracked by Wall St. Rank hold KO as of Q3 2021.

  • Level Four Financial held 7,359 shares of Coca-Cola worth $386K as of Q3 2021.
  • Level Four Financial bought 314 Coca-Cola shares in Q3 2021, an estimated $17.5K.
  • Coca-Cola made up 0.17% of Level Four Financial's portfolio in Q3 2021, its #157 holding.
  • Level Four Financial first reported a position in Coca-Cola in Q4 2020 and has held it in 4 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.