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Pantheon Investment Group’s Coca-Cola KO Stock Holding History

Pantheon Investment 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
Q4 		$856K Sell
14,438
-1,294
-8% -$72.1K 0.67% 52
2021
Q3 		$820K Buy
15,732
+487
+3% +$27.1K 0.7% 50
2021
Q2 		$825K Buy
15,245
+225
+1% +$12.2K 0.69% 51
2021
Q1 		$792K Buy
15,020
+3,094
+26% +$156K 0.76% 44
2020
Q4 		$654K Sell
11,926
-1,832
-13% -$94.7K 0.71% 50
2020
Q3 		$679K Sell
13,758
-5,263
-28% -$253K 0.81% 44
2020
Q2 		$850K Sell
19,021
-161
-0.8% -$7.42K 1.07% 37
2020
Q1 		$841K Buy
19,182
+9,806
+105% +$530K 1.26% 29
2019
Q4 		$531K Buy
+9,376
New +$504K 0.5% 52

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Pantheon Investment Group's KO Position: Q4 2021 in Review

Pantheon Investment Group reduced its Coca-Cola (KO) stake by 8.2% in Q4 2021, selling an estimated $72.1K and leaving 14,438 shares worth $856K. The position accounts for 0.67% of the portfolio, ranked #52.

Pantheon Investment Group first reported a position in KO in Q4 2019 and has held it in 9 quarters since. 2,731 funds tracked by Wall St. Rank hold KO as of Q4 2021.

  • Pantheon Investment Group held 14,438 shares of Coca-Cola worth $856K as of Q4 2021.
  • Pantheon Investment Group sold 1,294 Coca-Cola shares in Q4 2021, an estimated $72.1K.
  • Coca-Cola made up 0.67% of Pantheon Investment Group's portfolio in Q4 2021, its #52 holding.
  • Pantheon Investment Group first reported a position in Coca-Cola in Q4 2019 and has held it in 9 quarters since.
  • 2,731 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.