Resource Management’s Coca-Cola KO Stock Holding History

Resource 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 Q4	$1.57M	Sell	26,510 -2,242	-8%	-$125K	0.16%	46
2021 Q3	$1.51M	Buy	28,752 +815	+3%	+$45.4K	0.17%	43
2021 Q2	$1.51M	Sell	27,937 -2,946	-10%	-$160K	0.17%	41
2021 Q1	$1.63M	Sell	30,883 -58	-0.2%	-$2.92K	0.2%	41
2020 Q4	$1.7M	Sell	30,941 -203	-0.7%	-$10.5K	0.23%	37
2020 Q3	$1.54M	Buy	31,144 +1,905	+7%	+$91.6K	0.25%	36
2020 Q2	$1.31M	Buy	29,239 +713	+2%	+$32.8K	0.23%	38
2020 Q1	$1.26M	Sell	28,526 -706	-2%	-$38.1K	0.27%	36
2019 Q4	$1.62M	Buy	29,232 +743	+3%	+$39.9K	0.26%	36
2019 Q3	$1.55M	Sell	28,489 -622	-2%	-$33.3K	0.27%	32
2019 Q2	$1.48M	Buy	29,111 +21	+0.1%	+$1.03K	0.26%	33
2019 Q1	$1.36M	Buy	29,090 +61	+0.2%	+$2.85K	0.25%	36
2018 Q4	$1.37M	Buy	29,029 +28	+0.1%	+$1.34K	0.29%	36
2018 Q3	$1.34M	Buy	29,001 +18	+0.1%	+$822	0.24%	33
2018 Q2	$1.27M	Sell	28,983 -8,180	-22%	-$353K	0.25%	35
2018 Q1	$1.61M	Sell	37,163 -198	-0.5%	-$8.89K	0.34%	26
2017 Q4	$1.65M	Buy	+37,361	New	+$1.72M	0.34%	26

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

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

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

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

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

Resource Management's KO Position: Q4 2021 in Review

Resource Management reduced its Coca-Cola (KO) stake by 7.8% in Q4 2021, selling an estimated $125K and leaving 26,510 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #46.

Resource Management first reported a position in KO in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.7M in Q4 2020. 2,732 funds tracked by Wall St. Rank hold KO as of Q4 2021.

Resource Management held 26,510 shares of Coca-Cola worth $1.57M as of Q4 2021.
Resource Management sold 2,242 Coca-Cola shares in Q4 2021, an estimated $125K.
Coca-Cola made up 0.16% of Resource Management's portfolio in Q4 2021, its #46 holding.
Resource Management first reported a position in Coca-Cola in Q4 2017 and has held it in 17 quarters since.
Resource Management's Coca-Cola position peaked at $1.7M in Q4 2020.
2,732 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.