Tradition Asset Management’s Coca-Cola KO Stock Holding History

Tradition Asset 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 Q2	$1.07M	Buy	23,960 +28	+0.1%	+$1.29K	0.31%	85
2020 Q1	$1.06M	Sell	23,932 -320	-1%	-$17.3K	0.35%	80
2019 Q4	$1.34M	Buy	24,252 +43	+0.2%	+$2.31K	0.33%	87
2019 Q3	$1.32M	Sell	24,209 -298	-1%	-$16K	0.34%	87
2019 Q2	$1.25M	Buy	+24,507	New	+$1.2M	0.32%	92

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Asset Management's KO Position: Q2 2020 in Review

Tradition Asset Management increased its Coca-Cola (KO) stake by 0.12% in Q2 2020, buying an estimated $1.29K and bringing the position to 23,960 shares worth $1.07M. The position accounts for 0.31% of the portfolio, ranked #85.

Tradition Asset Management first reported a position in KO in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.34M in Q4 2019. 2,263 funds tracked by Wall St. Rank hold KO as of Q2 2020.

Tradition Asset Management held 23,960 shares of Coca-Cola worth $1.07M as of Q2 2020.
Tradition Asset Management bought 28 Coca-Cola shares in Q2 2020, an estimated $1.29K.
Coca-Cola made up 0.31% of Tradition Asset Management's portfolio in Q2 2020, its #85 holding.
Tradition Asset Management first reported a position in Coca-Cola in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Coca-Cola position peaked at $1.34M in Q4 2019.
2,263 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.