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RIT Capital Partners’s Coca-Cola KO Stock Holding History

RIT Capital 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
2021
Q3 		– Sell
-730,000
Closed -$39.5M – 14
2021
Q2 		$39.5M Buy
730,000
+530,000
+265% +$28.8M 13.32% 4
2021
Q1 		$10.5M Buy
+200,000
New +$10.1M 3.27% 8
2016
Q3 		– Sell
-574,000
Closed -$26M – 16
2016
Q2 		$26M Buy
574,000
+162,000
+39% +$7.32M 22.25% 2
2016
Q1 		$19.1M Buy
+412,000
New +$17.9M 10.31% 4

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RIT Capital Partners's KO Position: Q3 2021 in Review

RIT Capital Partners sold out of Coca-Cola (KO) in Q3 2021, closing a stake of 730,000 shares — an estimated $39.5M sold.

RIT Capital Partners first reported a position in KO in Q1 2016 and held it in 4 quarters. The position peaked at $39.5M in Q2 2021. 2,480 funds tracked by Wall St. Rank hold KO as of Q3 2021.

  • RIT Capital Partners reported no remaining Coca-Cola position as of Q3 2021 after selling out during the quarter.
  • RIT Capital Partners sold 730,000 Coca-Cola shares in Q3 2021, an estimated $39.5M.
  • RIT Capital Partners first reported a position in Coca-Cola in Q1 2016 and held it in 4 quarters.
  • RIT Capital Partners's Coca-Cola position peaked at $39.5M in Q2 2021.
  • 2,480 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on RIT Capital Partners's 13F filing for Q3 2021, filed 15 Nov 2021.