Regency Capital Management’s Coca-Cola KO Stock Holding History

Regency Capital Management’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 Q2	–	Sell	-30	Closed	-$2K	–	156
2021 Q1	$2K	Buy	+30	New	+$1.51K	﹤0.01%	144

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Regency Capital Management's KO Position: Q2 2021 in Review

Regency Capital Management sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 30 shares — an estimated $2K sold.

Regency Capital Management first reported a position in KO in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 2,501 funds tracked by Wall St. Rank hold KO as of Q2 2021.

Regency Capital Management reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
Regency Capital Management sold 30 Coca-Cola shares in Q2 2021, an estimated $2K.
Regency Capital Management first reported a position in Coca-Cola in Q1 2021 and held it in 1 quarter.
Regency Capital Management's Coca-Cola position peaked at $2K in Q1 2021.
2,501 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Regency Capital Management's 13F filing for Q2 2021, filed 7 Jul 2021.