PDT Partners’s Coca-Cola KO Stock Holding History

PDT Partners’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
2022 Q1	–	Sell	-83,675	Closed	-$4.95M	–	1023
2021 Q4	$4.95M	Buy	83,675 +2,875	+4%	+$160K	0.38%	50
2021 Q3	$4.24M	Sell	80,800 -68	-0.1%	-$3.79K	0.3%	142
2021 Q2	$4.38M	Buy	80,868 +68	+0.1%	+$3.7K	0.29%	147
2021 Q1	$4.26M	Buy	+80,800	New	+$4.07M	0.31%	114
2016 Q4	–	Sell	-114,900	Closed	-$4.86M	–	529
2016 Q3	$4.86M	Sell	114,900 -45,900	-29%	-$2.01M	0.28%	146
2016 Q2	$7.29M	Buy	160,800 +45,900	+40%	+$2.07M	0.58%	36
2016 Q1	$5.33M	Buy	114,900 +21,700	+23%	+$944K	0.33%	103
2015 Q4	$4M	Buy	+93,200	New	+$3.96M	0.55%	39
2015 Q3	–	Sell	-1,297,098	Closed	-$50.9M	–	1421
2015 Q2	$50.9M	Buy	+1,297,098	New	+$52.8M	1.33%	1
2014 Q2	–	Sell	-147,929	Closed	-$5.72M	–	1519
2014 Q1	$5.72M	Buy	+147,929	New	+$5.71M	0.14%	193
2013 Q4	–	Sell	-71,301	Closed	-$2.7M	–	914
2013 Q3	$2.7M	Sell	71,301 -30,608	-30%	-$1.21M	0.07%	371
2013 Q2	$4.09M	Buy	+101,909	New	+$4.22M	0.1%	250

Other funds holding KO

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return