Partnervest Advisory Services’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,000
Closed -$6K 236
2018
Q3
$6K Buy
+1,000
New +$45.7K ﹤0.01% 222
2018
Q2
Sell
-1,000
Closed -$5K 217
2018
Q1
$5K Buy
+1,000
New +$44.9K ﹤0.01% 197

Other funds holding KO

Partnervest Advisory Services's KO Position: Q3 2020 in Review

Partnervest Advisory Services increased its Coca-Cola (KO) stake by 4% in Q3 2020, buying an estimated $16.8K and bringing the position to 9,145 shares worth $452K. The position accounts for 0.14% of the portfolio, ranked #121.

Partnervest Advisory Services first reported a position in KO in Q2 2013 and has held it in 30 quarters since. The position peaked at $610K in Q3 2019. 2,299 funds tracked by Wall St. Rank hold KO as of Q3 2020.

  • Partnervest Advisory Services held 9,145 shares of Coca-Cola worth $452K as of Q3 2020.
  • Partnervest Advisory Services bought 349 Coca-Cola shares in Q3 2020, an estimated $16.8K.
  • Coca-Cola made up 0.14% of Partnervest Advisory Services's portfolio in Q3 2020, its #121 holding.
  • Partnervest Advisory Services first reported a position in Coca-Cola in Q2 2013 and has held it in 30 quarters since.
  • Partnervest Advisory Services's Coca-Cola position peaked at $610K in Q3 2019.
  • 2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.