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

Level Four Financial’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 Q1	–	Sell	-200	Closed	-$1K	–	319
2020 Q4	$1K	Buy	+200	New	+$10.3K	﹤0.01%	320

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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. 2,481 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.
2,481 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.