Rainier Group Investment Advisory’s Coca-Cola KO Stock Holding History

Rainier Group Investment Advisory’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
2020 Q3	$503K	Buy	10,196 +1,983	+24%	+$95.4K	0.2%	33
2020 Q2	$367K	Sell	8,213 -560	-6%	-$25.8K	0.16%	32
2020 Q1	$388K	Buy	8,773 +1,264	+17%	+$68.3K	2.53%	9
2019 Q4	$416K	Sell	7,509 -328	-4%	-$17.6K	0.17%	28
2019 Q3	$427K	Sell	7,837 -606	-7%	-$32.5K	0.19%	25
2019 Q2	$430K	Buy	8,443 +719	+9%	+$35.2K	0.19%	24
2019 Q1	$362K	Buy	7,724 +498	+7%	+$23.3K	0.16%	29
2018 Q4	$342K	Buy	7,226 +917	+15%	+$43.9K	0.16%	24
2018 Q3	$291K	Hold	6,309	–	–	0.11%	29
2018 Q2	$277K	Sell	6,309 -6,225	-50%	-$269K	0.12%	31
2018 Q1	$544K	Buy	12,534 +3,000	+31%	+$135K	0.25%	26
2017 Q4	$437K	Hold	9,534	–	–	0.22%	23
2017 Q3	$429K	Hold	9,534	–	–	0.23%	25
2017 Q2	$428K	Hold	9,534	–	–	0.24%	23
2017 Q1	$405K	Sell	9,534 -1,000	-9%	-$41.7K	0.19%	25
2016 Q4	$437K	Buy	+10,534	New	+$438K	0.2%	25

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Rainier Group Investment Advisory's KO Position: Q3 2020 in Review

Rainier Group Investment Advisory increased its Coca-Cola (KO) stake by 24% in Q3 2020, buying an estimated $95.4K and bringing the position to 10,196 shares worth $503K. The position accounts for 0.2% of the portfolio, ranked #33.

Rainier Group Investment Advisory first reported a position in KO in Q4 2016 and has held it in 16 quarters since. The position peaked at $544K in Q1 2018. 2,299 funds tracked by Wall St. Rank hold KO as of Q3 2020.

Rainier Group Investment Advisory held 10,196 shares of Coca-Cola worth $503K as of Q3 2020.
Rainier Group Investment Advisory bought 1,983 Coca-Cola shares in Q3 2020, an estimated $95.4K.
Coca-Cola made up 0.2% of Rainier Group Investment Advisory's portfolio in Q3 2020, its #33 holding.
Rainier Group Investment Advisory first reported a position in Coca-Cola in Q4 2016 and has held it in 16 quarters since.
Rainier Group Investment Advisory's Coca-Cola position peaked at $544K in Q1 2018.
2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Rainier Group Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.