Mariner Independent Advisor Network’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5M | Sell |
89,295
-6,730
| -7% | -$418K | 0.21% | 119 |
|
|
2022
Q2 | $6.04M | Buy |
96,025
+8,793
| +10% | +$557K | 0.25% | 97 |
|
|
2022
Q1 | $5.42M | Buy |
87,232
+15,798
| +22% | +$961K | 0.21% | 120 |
|
|
2021
Q4 | $4.23M | Sell |
71,434
-3,980
| -5% | -$222K | 0.2% | 115 |
|
|
2021
Q3 | $3.97M | Sell |
75,414
-21,560
| -22% | -$1.2M | 0.19% | 132 |
|
|
2021
Q2 | $5.25M | Buy |
96,974
+9,371
| +11% | +$510K | 0.24% | 105 |
|
|
2021
Q1 | $4.62M | Sell |
87,603
-178
| -0.2% | -$8.96K | 0.24% | 106 |
|
|
2020
Q4 | $4.81M | Buy |
87,781
+19,804
| +29% | +$1.02M | 0.26% | 94 |
|
|
2020
Q3 | $3.36M | Buy |
67,977
+831
| +1% | +$40K | 0.28% | 91 |
|
|
2020
Q2 | $3.02M | Sell |
67,146
-17,686
| -21% | -$815K | 0.28% | 93 |
|
|
2020
Q1 | $3.62M | Buy |
84,832
+13,325
| +19% | +$720K | 0.33% | 80 |
|
|
2019
Q4 | $3.95M | Buy |
71,507
+4,414
| +7% | +$237K | 0.28% | 87 |
|
|
2019
Q3 | $3.66M | Sell |
67,093
-492
| -0.7% | -$26.3K | 0.28% | 92 |
|
|
2019
Q2 | $3.46M | Buy |
67,585
+2,090
| +3% | +$102K | 0.26% | 97 |
|
|
2019
Q1 | $3.06M | Sell |
65,495
-1,018
| -2% | -$47.6K | 0.26% | 99 |
|
|
2018
Q4 | $3.14M | Buy |
+66,513
| New | +$3.18M | 0.28% | 91 |
|
|
2018
Q3 | – | Sell |
-16,120
| Closed | -$707K | – | 260 |
|
|
2018
Q2 | $707K | Sell |
16,120
-21,305
| -57% | -$920K | 0.13% | 106 |
|
|
2018
Q1 | $1.63M | Sell |
37,425
-1,126
| -3% | -$50.6K | 0.1% | 160 |
|
|
2017
Q4 | $1.77M | Buy |
38,551
+26,178
| +212% | +$1.2M | 0.19% | 128 |
|
|
2017
Q3 | $557K | Sell |
12,373
-40,895
| -77% | -$1.86M | 0.09% | 129 |
|
|
2017
Q2 | $2.39M | Buy |
53,268
+5,490
| +11% | +$243K | 0.34% | 83 |
|
|
2017
Q1 | $2.03M | Sell |
47,778
-2,337
| -5% | -$97.5K | 0.25% | 63 |
|
|
2016
Q4 | $2.08M | Buy |
50,115
+33,315
| +198% | +$1.39M | 0.34% | 70 |
|
|
2016
Q3 | $711K | Buy |
16,800
+2,196
| +15% | +$96.2K | 0.1% | 124 |
|
|
2016
Q2 | $662K | Buy |
14,604
+466
| +3% | +$21.1K | 0.12% | 108 |
|
|
2016
Q1 | $6.56M | Buy |
14,138
+4,715
| +50% | +$205K | 2.09% | 14 |
|
|
2015
Q4 | $405K | Buy |
+9,423
| New | +$400K | 0.27% | 65 |
|
|
2015
Q3 | – | Sell |
-8,129
| Closed | -$319K | – | 134 |
|
|
2015
Q2 | $319K | Buy |
+8,129
| New | +$331K | 0.16% | 90 |
|
|
2015
Q1 | – | Sell |
-21,361
| Closed | -$902K | – | 128 |
|
|
2014
Q4 | $902K | Buy |
21,361
+15,275
| +251% | +$652K | 0.42% | 54 |
|
|
2014
Q3 | $260K | Buy |
6,086
+831
| +16% | +$34.4K | 0.14% | 105 |
|
|
2014
Q2 | $223K | Buy |
+5,255
| New | +$213K | 0.11% | 121 |
|
Other funds holding KO
Mariner Independent Advisor Network's KO Position: Q3 2022 in Review
Mariner Independent Advisor Network reduced its Coca-Cola (KO) stake by 7% in Q3 2022, selling an estimated $418K and leaving 89,295 shares worth $5M. The position accounts for 0.21% of the portfolio, ranked #119.
Mariner Independent Advisor Network first reported a position in KO in Q2 2014 and has held it in 31 quarters since. The position peaked at $6.56M in Q1 2016. 2,737 funds tracked by Wall St. Rank hold KO as of Q3 2022.
- Mariner Independent Advisor Network held 89,295 shares of Coca-Cola worth $5M as of Q3 2022.
- Mariner Independent Advisor Network sold 6,730 Coca-Cola shares in Q3 2022, an estimated $418K.
- Coca-Cola made up 0.21% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #119 holding.
- Mariner Independent Advisor Network first reported a position in Coca-Cola in Q2 2014 and has held it in 31 quarters since.
- Mariner Independent Advisor Network's Coca-Cola position peaked at $6.56M in Q1 2016.
- 2,737 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.
Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.