MACRO Consulting Group’s Coca-Cola KO Stock Holding History

MACRO Consulting Group’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	$2.29M	Buy	42,382 +1,749	+4%	+$95.2K	1.18%	23
2021 Q1	$2.14M	Buy	40,633 +537	+1%	+$27K	1.16%	26
2020 Q4	$2.19M	Buy	40,096 +497	+1%	+$25.7K	1.27%	21
2020 Q3	$1.9M	Sell	39,599 -425	-1%	-$20.4K	1.25%	21
2020 Q2	$1.79M	Sell	40,024 -626	-2%	-$28.8K	1.24%	24
2020 Q1	$1.81M	Buy	40,650 +6,044	+17%	+$326K	1.39%	19
2019 Q4	$1.91M	Buy	34,606 +1,476	+4%	+$79.4K	1.51%	20
2019 Q3	$1.8M	Buy	33,130 +358	+1%	+$19.2K	1.54%	18
2019 Q2	$1.67M	Buy	32,772 +300	+0.9%	+$14.7K	1.43%	26
2019 Q1	$1.52M	Sell	32,472 -337	-1%	-$15.8K	1.46%	31
2018 Q4	$1.55M	Buy	+32,809	New	+$1.57M	1.51%	24

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

MACRO Consulting Group's KO Position: Q2 2021 in Review

MACRO Consulting Group increased its Coca-Cola (KO) stake by 4.3% in Q2 2021, buying an estimated $95.2K and bringing the position to 42,382 shares worth $2.29M. The position accounts for 1.18% of the portfolio, ranked #23.

MACRO Consulting Group first reported a position in KO in Q4 2018 and has held it in 11 quarters since. 2,501 funds tracked by Wall St. Rank hold KO as of Q2 2021.

MACRO Consulting Group held 42,382 shares of Coca-Cola worth $2.29M as of Q2 2021.
MACRO Consulting Group bought 1,749 Coca-Cola shares in Q2 2021, an estimated $95.2K.
Coca-Cola made up 1.18% of MACRO Consulting Group's portfolio in Q2 2021, its #23 holding.
MACRO Consulting Group first reported a position in Coca-Cola in Q4 2018 and has held it in 11 quarters since.
2,501 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.