Sadoff Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $331K | Buy |
5,854
+28
| +0.5% | +$1.74K | 0.03% | 68 |
|
|
2022
Q2 | $369K | Buy |
5,826
+137
| +2% | +$8.68K | 0.03% | 66 |
|
|
2022
Q1 | $352K | Sell |
5,689
-3,615
| -39% | -$220K | 0.02% | 73 |
|
|
2021
Q4 | $551K | Buy |
9,304
+844
| +10% | +$47K | 0.03% | 63 |
|
|
2021
Q3 | $444K | Sell |
8,460
-2,566
| -23% | -$143K | 0.03% | 66 |
|
|
2021
Q2 | $597K | Hold |
11,026
| – | – | 0.04% | 61 |
|
|
2021
Q1 | $581K | Sell |
11,026
-1,685
| -13% | -$84.8K | 0.04% | 59 |
|
|
2020
Q4 | $697K | Sell |
12,711
-540
| -4% | -$27.9K | 0.05% | 54 |
|
|
2020
Q3 | $654K | Sell |
13,251
-250
| -2% | -$12K | 0.06% | 53 |
|
|
2020
Q2 | $603K | Sell |
13,501
-550
| -4% | -$25.3K | 0.05% | 54 |
|
|
2020
Q1 | $622K | Sell |
14,051
-1,000
| -7% | -$54K | 0.07% | 49 |
|
|
2019
Q4 | $833K | Hold |
15,051
| – | – | 0.07% | 48 |
|
|
2019
Q3 | $819K | Hold |
15,051
| – | – | 0.07% | 47 |
|
|
2019
Q2 | $766K | Hold |
15,051
| – | – | 0.06% | 48 |
|
|
2019
Q1 | $705K | Sell |
15,051
-200
| -1% | -$9.35K | 0.06% | 48 |
|
|
2018
Q4 | $722K | Buy |
15,251
+2,000
| +15% | +$95.7K | 0.07% | 48 |
|
|
2018
Q3 | $612K | Sell |
13,251
-300
| -2% | -$13.7K | 0.05% | 51 |
|
|
2018
Q2 | $594K | Buy |
13,551
+240
| +2% | +$10.4K | 0.05% | 55 |
|
|
2018
Q1 | $578K | Buy |
13,311
+600
| +5% | +$26.9K | 0.05% | 54 |
|
|
2017
Q4 | $583K | Sell |
12,711
-13,722
| -52% | -$631K | 0.05% | 54 |
|
|
2017
Q3 | $1.19M | Hold |
26,433
| – | – | 0.11% | 49 |
|
|
2017
Q2 | $1.19M | Sell |
26,433
-850
| -3% | -$37.6K | 0.11% | 43 |
|
|
2017
Q1 | $1.16M | Sell |
27,283
-6,140
| -18% | -$256K | 0.11% | 44 |
|
|
2016
Q4 | $1.39M | Sell |
33,423
-200
| -0.6% | -$8.32K | 0.14% | 44 |
|
|
2016
Q3 | $1.42M | Sell |
33,623
-8,680
| -21% | -$380K | 0.16% | 42 |
|
|
2016
Q2 | $1.92M | Sell |
42,303
-2,900
| -6% | -$131K | 0.23% | 41 |
|
|
2016
Q1 | $2.1M | Sell |
45,203
-3,027
| -6% | -$132K | 0.25% | 45 |
|
|
2015
Q4 | $2.07M | Sell |
48,230
-750
| -2% | -$31.8K | 0.24% | 44 |
|
|
2015
Q3 | $1.97M | Sell |
48,980
-850
| -2% | -$34K | 0.26% | 40 |
|
|
2015
Q2 | $1.96M | Sell |
49,830
-9,219
| -16% | -$375K | 0.21% | 42 |
|
|
2015
Q1 | $2.39M | Sell |
59,049
-1,598
| -3% | -$66.8K | 0.27% | 39 |
|
|
2014
Q4 | $2.56M | Sell |
60,647
-1,835
| -3% | -$78.4K | 0.3% | 39 |
|
|
2014
Q3 | $2.67M | Sell |
62,482
-1,650
| -3% | -$68.2K | 0.34% | 38 |
|
|
2014
Q2 | $2.72M | Sell |
64,132
-405,757
| -86% | -$16.5M | 0.35% | 39 |
|
|
2014
Q1 | $18.2M | Sell |
469,889
-8,112
| -2% | -$313K | 2.41% | 21 |
|
|
2013
Q4 | $19.7M | Sell |
478,001
-84,641
| -15% | -$3.34M | 2.74% | 18 |
|
|
2013
Q3 | $21.3M | Sell |
562,642
-200
| -0% | -$7.91K | 3.49% | 13 |
|
|
2013
Q2 | $22.6M | Buy |
+562,842
| New | +$23.3M | 4.11% | 9 |
|
Other funds holding KO
Sadoff Investment Management's KO Position: Q3 2022 in Review
Sadoff Investment Management increased its Coca-Cola (KO) stake by 0.48% in Q3 2022, buying an estimated $1.74K and bringing the position to 5,854 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #68.
Sadoff Investment Management first reported a position in KO in Q2 2013 and has held it in 38 quarters since. The position peaked at $22.6M in Q2 2013. 2,737 funds tracked by Wall St. Rank hold KO as of Q3 2022.
- Sadoff Investment Management held 5,854 shares of Coca-Cola worth $331K as of Q3 2022.
- Sadoff Investment Management bought 28 Coca-Cola shares in Q3 2022, an estimated $1.74K.
- Coca-Cola made up 0.03% of Sadoff Investment Management's portfolio in Q3 2022, its #68 holding.
- Sadoff Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 38 quarters since.
- Sadoff Investment Management's Coca-Cola position peaked at $22.6M in Q2 2013.
- 2,737 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.
Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.