Tiedemann Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.26M | Buy |
22,329
+3,937
| +21% | +$236K | 0.05% | 105 |
|
|
2023
Q2 | $1.12M | Buy |
18,392
+4,247
| +30% | +$264K | 0.05% | 107 |
|
|
2023
Q1 | $884K | Sell |
14,145
-19
| -0.1% | -$1.15K | 0.04% | 121 |
|
|
2022
Q4 | $901K | Buy |
14,164
+493
| +4% | +$29.8K | 0.04% | 124 |
|
|
2022
Q3 | $771K | Buy |
13,671
+1,058
| +8% | +$65.8K | 0.05% | 128 |
|
|
2022
Q2 | $801K | Sell |
12,613
-1,146
| -8% | -$72.6K | 0.06% | 128 |
|
|
2022
Q1 | $858K | Buy |
13,759
+491
| +4% | +$29.9K | 0.04% | 152 |
|
|
2021
Q4 | $787K | Buy |
13,268
+98
| +0.7% | +$5.46K | 0.04% | 158 |
|
|
2021
Q3 | $697K | Sell |
13,170
-3,991
| -23% | -$222K | 0.04% | 164 |
|
|
2021
Q2 | $935K | Sell |
17,161
-874
| -5% | -$47.6K | 0.04% | 178 |
|
|
2021
Q1 | $959K | Buy |
18,035
+6,153
| +52% | +$310K | 0.04% | 166 |
|
|
2020
Q4 | $652K | Buy |
11,882
+1,803
| +18% | +$93.2K | 0.03% | 184 |
|
|
2020
Q3 | $503K | Sell |
10,079
-243
| -2% | -$11.7K | 0.02% | 227 |
|
|
2020
Q2 | $466K | Sell |
10,322
-675
| -6% | -$31.1K | 0.02% | 216 |
|
|
2020
Q1 | $491K | Buy |
10,997
+1,055
| +11% | +$57K | 0.03% | 206 |
|
|
2019
Q4 | $552K | Sell |
9,942
-4,825
| -33% | -$259K | 0.03% | 205 |
|
|
2019
Q3 | $811K | Sell |
14,767
-67
| -0.5% | -$3.59K | 0.04% | 189 |
|
|
2019
Q2 | $762K | Sell |
14,834
-2,309
| -13% | -$113K | 0.04% | 175 |
|
|
2019
Q1 | $813K | Sell |
17,143
-591
| -3% | -$27.6K | 0.04% | 242 |
|
|
2018
Q4 | $842K | Sell |
17,734
-2,175
| -11% | -$104K | 0.04% | 226 |
|
|
2018
Q3 | $926K | Buy |
19,909
+220
| +1% | +$10.1K | 0.05% | 176 |
|
|
2018
Q2 | $875K | Sell |
19,689
-2,334
| -11% | -$101K | 0.06% | 176 |
|
|
2018
Q1 | $967K | Sell |
22,023
-856
| -4% | -$38.4K | 0.07% | 150 |
|
|
2017
Q4 | $1.05M | Sell |
22,879
-5,961
| -21% | -$274K | 0.08% | 117 |
|
|
2017
Q3 | $1.29M | Sell |
28,840
-14,313
| -33% | -$651K | 0.12% | 122 |
|
|
2017
Q2 | $1.94M | Buy |
43,153
+8,129
| +23% | +$359K | 0.14% | 127 |
|
|
2017
Q1 | $1.49M | Buy |
35,024
+14,939
| +74% | +$623K | 0.12% | 141 |
|
|
2016
Q4 | $831K | Buy |
20,085
+7,573
| +61% | +$315K | 0.08% | 170 |
|
|
2016
Q3 | $532K | Buy |
12,512
+5,312
| +74% | +$233K | 0.11% | 91 |
|
|
2016
Q2 | $326K | Sell |
7,200
-800
| -10% | -$36.2K | 0.31% | 48 |
|
|
2016
Q1 | $371K | Sell |
8,000
-800
| -9% | -$34.8K | 0.29% | 46 |
|
|
2015
Q4 | $377K | Buy |
+8,800
| New | +$373K | 0.15% | 49 |
|
Other funds holding KO
Tiedemann Advisors's KO Position: Q3 2023 in Review
Tiedemann Advisors increased its Coca-Cola (KO) stake by 21% in Q3 2023, buying an estimated $236K and bringing the position to 22,329 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #105.
Tiedemann Advisors first reported a position in KO in Q4 2015 and has held it in 32 quarters since. The position peaked at $1.94M in Q2 2017. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.
- Tiedemann Advisors held 22,329 shares of Coca-Cola worth $1.26M as of Q3 2023.
- Tiedemann Advisors bought 3,937 Coca-Cola shares in Q3 2023, an estimated $236K.
- Coca-Cola made up 0.05% of Tiedemann Advisors's portfolio in Q3 2023, its #105 holding.
- Tiedemann Advisors first reported a position in Coca-Cola in Q4 2015 and has held it in 32 quarters since.
- Tiedemann Advisors's Coca-Cola position peaked at $1.94M in Q2 2017.
- 2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.
Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.