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Thor Advisors’s Coca-Cola KO Stock Holding History

Thor Advisors’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
Q1 		$20K Buy
+460
New +$24.8K 1.05% 39
2019
Q4 		– Sell
-12,651
Closed -$689K – 144
2019
Q3 		$689K Buy
+12,651
New +$677K 0.79% 71

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
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
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

Thor Advisors's KO Position: Q1 2020 in Review

Thor Advisors opened a new position in Coca-Cola (KO) in Q1 2020: 460 shares worth $20K. The stake represents 1.05% of the portfolio and ranks #39 among its holdings. This is a return to the name: Thor Advisors previously reported a position in KO as recently as Q3 2019.

Thor Advisors first reported a position in KO in Q3 2019 and has held it in 2 quarters since. The position peaked at $689K in Q3 2019. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

  • Thor Advisors held 460 shares of Coca-Cola worth $20K as of Q1 2020.
  • Coca-Cola was a new Thor Advisors position in Q1 2020.
  • Coca-Cola made up 1.05% of Thor Advisors's portfolio in Q1 2020, its #39 holding.
  • Thor Advisors first reported a position in Coca-Cola in Q3 2019 and has held it in 2 quarters since.
  • Thor Advisors's Coca-Cola position peaked at $689K in Q3 2019.
  • 2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on Thor Advisors's 13F filing for Q1 2020, filed 18 May 2020.