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SVA Wealth Management’s Coca-Cola KO Stock Holding History

SVA Wealth 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
2020
Q4 		$2M Buy
36,483
+131
+0.4% +$6.77K 0.17% 94
2020
Q3 		$1.79M Sell
36,352
-1,170
-3% -$56.3K 0.18% 99
2020
Q2 		$1.68M Sell
37,522
-818
-2% -$37.7K 0.18% 103
2020
Q1 		$1.7M Sell
38,340
-5,300
-12% -$286K 0.19% 89
2019
Q4 		$2.42M Sell
43,640
-1,238
-3% -$66.6K 0.22% 83
2019
Q3 		$2.44M Buy
44,878
+40
+0.1% +$2.14K 0.24% 84
2019
Q2 		$2.28M Sell
44,838
-3,318
-7% -$163K 0.22% 86
2019
Q1 		$2.26M Sell
48,156
-247
-0.5% -$11.6K 0.22% 91
2018
Q4 		$2.29M Sell
48,403
-1,155
-2% -$55.3K 0.26% 85
2018
Q3 		$2.29M Sell
49,558
-2,551
-5% -$117K 0.23% 87
2018
Q2 		$2.29M Sell
52,109
-9,377
-15% -$405K 0.25% 86
2018
Q1 		$2.77M Buy
61,486
+1,282
+2% +$57.6K 0.34% 76
2017
Q4 		$2.76M Sell
60,204
-1,282
-2% -$58.9K 0.32% 79
2017
Q3 		$2.77M Sell
61,486
-36,685
-37% -$1.67M 0.34% 76
2017
Q2 		$4.4M Buy
98,171
+1,925
+2% +$85.1K 0.57% 54
2017
Q1 		$4.08M Sell
96,246
-19,239
-17% -$802K 0.55% 54
2016
Q4 		$4.79M Sell
115,485
-3,995
-3% -$166K 0.71% 43
2016
Q3 		$5.06M Sell
119,480
-8,641
-7% -$379K 0.79% 41
2016
Q2 		$5.81M Buy
128,121
+794
+0.6% +$35.9K 0.94% 29
2016
Q1 		$5.91M Sell
127,327
-19,464
-13% -$847K 0.98% 30
2015
Q4 		$6.31M Sell
146,791
-100
-0.1% -$4.24K 1.09% 25
2015
Q3 		$5.89M Sell
146,891
-3,363
-2% -$135K 1.1% 23
2015
Q2 		$5.89M Buy
150,254
+894
+0.6% +$36.4K 1.08% 26
2015
Q1 		$6.06M Buy
149,360
+98,300
+193% +$4.11M 1.11% 24
2014
Q4 		$2.16M Buy
51,060
+2,742
+6% +$117K 0.78% 31
2014
Q3 		$2.06M Buy
48,318
+627
+1% +$25.9K 0.88% 31
2014
Q2 		$2.02M Buy
47,691
+1,407
+3% +$57.1K 0.86% 31
2014
Q1 		$1.79M Buy
46,284
+11,582
+33% +$447K 0.84% 29
2013
Q4 		$1.43M Buy
+34,702
New +$1.37M 0.86% 28

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SVA Wealth Management's KO Position: Q4 2020 in Review

SVA Wealth Management increased its Coca-Cola (KO) stake by 0.36% in Q4 2020, buying an estimated $6.77K and bringing the position to 36,483 shares worth $2M. The position accounts for 0.17% of the portfolio, ranked #94.

SVA Wealth Management first reported a position in KO in Q4 2013 and has held it in 29 quarters since. The position peaked at $6.31M in Q4 2015. 2,475 funds tracked by Wall St. Rank hold KO as of Q4 2020.

  • SVA Wealth Management held 36,483 shares of Coca-Cola worth $2M as of Q4 2020.
  • SVA Wealth Management bought 131 Coca-Cola shares in Q4 2020, an estimated $6.77K.
  • Coca-Cola made up 0.17% of SVA Wealth Management's portfolio in Q4 2020, its #94 holding.
  • SVA Wealth Management first reported a position in Coca-Cola in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Coca-Cola position peaked at $6.31M in Q4 2015.
  • 2,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.