Mid Atlantic Financial Management’s Coca-Cola KO Stock Holding History

Mid Atlantic Financial Management’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	$1.25M	Buy	23,805 +54	+0.2%	+$3.01K	0.08%	204
2021 Q2	$1.28M	Buy	23,751 +553	+2%	+$30.1K	0.09%	195
2021 Q1	$1.22M	Buy	23,198 +776	+3%	+$39.1K	0.09%	193
2020 Q4	$1.23M	Buy	22,422 +608	+3%	+$31.4K	0.09%	187
2020 Q3	$1.15M	Sell	21,814 -2,336	-10%	-$112K	0.1%	191
2020 Q2	$1.08M	Buy	24,150 +132	+0.5%	+$6.08K	0.1%	174
2020 Q1	$1.06M	Buy	24,018 +1,369	+6%	+$73.9K	0.12%	150
2019 Q4	$1.25M	Sell	22,649 -84	-0.4%	-$4.52K	0.12%	165
2019 Q3	$1.24M	Sell	22,733 -4,986	-18%	-$267K	0.13%	142
2019 Q2	$1.41M	Sell	27,719 -1,076	-4%	-$52.7K	0.15%	135
2019 Q1	$1.35M	Buy	28,795 +364	+1%	+$17K	0.15%	125
2018 Q4	$1.35M	Buy	+28,431	New	+$1.36M	0.17%	125

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

Mid Atlantic Financial Management's KO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Coca-Cola (KO) stake by 0.23% in Q3 2021, buying an estimated $3.01K and bringing the position to 23,805 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #204.

Mid Atlantic Financial Management first reported a position in KO in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.41M in Q2 2019. 2,481 funds tracked by Wall St. Rank hold KO as of Q3 2021.

Mid Atlantic Financial Management held 23,805 shares of Coca-Cola worth $1.25M as of Q3 2021.
Mid Atlantic Financial Management bought 54 Coca-Cola shares in Q3 2021, an estimated $3.01K.
Coca-Cola made up 0.08% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #204 holding.
Mid Atlantic Financial Management first reported a position in Coca-Cola in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Coca-Cola position peaked at $1.41M in Q2 2019.
2,481 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.