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Unified Trust Company’s Coca-Cola KO Stock Holding History

Unified Trust Company’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
2021
Q3 		$278K Hold
5,302
– – 0.08% 76
2021
Q2 		$287K Buy
+5,302
New +$288K 0.09% 70

Other funds holding KO

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Unified Trust Company's KO Position: Q3 2021 in Review

Unified Trust Company held its Coca-Cola (KO) position steady in Q3 2021 at 5,302 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #76.

Unified Trust Company first reported a position in KO in Q2 2021 and has held it in 2 quarters since. The position peaked at $287K in Q2 2021. 2,480 funds tracked by Wall St. Rank hold KO as of Q3 2021.

  • Unified Trust Company held 5,302 shares of Coca-Cola worth $278K as of Q3 2021.
  • Unified Trust Company left its Coca-Cola share count unchanged in Q3 2021.
  • Coca-Cola made up 0.08% of Unified Trust Company's portfolio in Q3 2021, its #76 holding.
  • Unified Trust Company first reported a position in Coca-Cola in Q2 2021 and has held it in 2 quarters since.
  • Unified Trust Company's Coca-Cola position peaked at $287K in Q2 2021.
  • 2,480 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.