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New England Investment & Retirement Group’s Coca-Cola KO Stock Holding History

New England Investment & Retirement 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
Q3 		$308K Buy
5,870
+621
+12% +$34.6K 0.07% 86
2021
Q2 		$284K Buy
+5,249
New +$286K 0.06% 85
2020
Q2 		– Sell
-200
Closed -$9K – 155
2020
Q1 		$9K Buy
+200
New +$10.8K ﹤0.01% 151

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

New England Investment & Retirement Group's KO Position: Q3 2021 in Review

New England Investment & Retirement Group increased its Coca-Cola (KO) stake by 12% in Q3 2021, buying an estimated $34.6K and bringing the position to 5,870 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #86.

New England Investment & Retirement Group first reported a position in KO in Q1 2020 and has held it in 3 quarters since. 2,481 funds tracked by Wall St. Rank hold KO as of Q3 2021.

  • New England Investment & Retirement Group held 5,870 shares of Coca-Cola worth $308K as of Q3 2021.
  • New England Investment & Retirement Group bought 621 Coca-Cola shares in Q3 2021, an estimated $34.6K.
  • Coca-Cola made up 0.07% of New England Investment & Retirement Group's portfolio in Q3 2021, its #86 holding.
  • New England Investment & Retirement Group first reported a position in Coca-Cola in Q1 2020 and has held it in 3 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.