United Fire Group’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 | – | Sell |
-25,000
| Closed | -$1.51M | – | 31 |
|
|
2023
Q2 | $1.51M | Hold |
25,000
| – | – | 1.16% | 34 |
|
|
2023
Q1 | $1.55M | Hold |
25,000
| – | – | 0.97% | 41 |
|
|
2022
Q4 | $1.59M | Hold |
25,000
| – | – | 0.94% | 41 |
|
|
2022
Q3 | $1.4M | Hold |
25,000
| – | – | 0.94% | 41 |
|
|
2022
Q2 | $1.57M | Sell |
25,000
-23,000
| -48% | -$1.46M | 0.96% | 40 |
|
|
2022
Q1 | $2.98M | Hold |
48,000
| – | – | 1.53% | 35 |
|
|
2021
Q4 | $2.84M | Hold |
48,000
| – | – | 1.34% | 33 |
|
|
2021
Q3 | $2.52M | Hold |
48,000
| – | – | 1.26% | 34 |
|
|
2021
Q2 | $2.6M | Hold |
48,000
| – | – | 1.32% | 34 |
|
|
2021
Q1 | $2.53M | Buy |
48,000
+40,000
| +500% | +$2.01M | 1.31% | 31 |
|
|
2020
Q4 | $439K | Hold |
8,000
| – | – | 0.21% | 61 |
|
|
2020
Q3 | $395K | Hold |
8,000
| – | – | 0.2% | 68 |
|
|
2020
Q2 | $357K | Hold |
8,000
| – | – | 0.17% | 78 |
|
|
2020
Q1 | $354K | Hold |
8,000
| – | – | 0.17% | 76 |
|
|
2019
Q4 | $443K | Hold |
8,000
| – | – | 0.15% | 74 |
|
|
2019
Q3 | $436K | Hold |
8,000
| – | – | 0.15% | 75 |
|
|
2019
Q2 | $407K | Hold |
8,000
| – | – | 0.14% | 75 |
|
|
2019
Q1 | $375K | Hold |
8,000
| – | – | 0.14% | 75 |
|
|
2018
Q4 | $379K | Hold |
8,000
| – | – | 0.15% | 69 |
|
|
2018
Q3 | $370K | Hold |
8,000
| – | – | 0.14% | 75 |
|
|
2018
Q2 | $351K | Hold |
8,000
| – | – | 0.14% | 74 |
|
|
2018
Q1 | $347K | Hold |
8,000
| – | – | 0.12% | 74 |
|
|
2017
Q4 | $367K | Hold |
8,000
| – | – | 0.12% | 73 |
|
|
2017
Q3 | $360K | Hold |
8,000
| – | – | 0.12% | 74 |
|
|
2017
Q2 | $359K | Hold |
8,000
| – | – | 0.13% | 74 |
|
|
2017
Q1 | $340K | Hold |
8,000
| – | – | 0.12% | 76 |
|
|
2016
Q4 | $332K | Hold |
8,000
| – | – | 0.12% | 76 |
|
|
2016
Q3 | $339K | Hold |
8,000
| – | – | 0.13% | 74 |
|
|
2016
Q2 | $363K | Hold |
8,000
| – | – | 0.15% | 71 |
|
|
2016
Q1 | $371K | Hold |
8,000
| – | – | 0.16% | 72 |
|
|
2015
Q4 | $344K | Hold |
8,000
| – | – | 0.15% | 70 |
|
|
2015
Q3 | $321K | Hold |
8,000
| – | – | 0.14% | 70 |
|
|
2015
Q2 | $314K | Hold |
8,000
| – | – | 0.13% | 77 |
|
|
2015
Q1 | $324K | Hold |
8,000
| – | – | 0.14% | 77 |
|
|
2014
Q4 | $338K | Hold |
8,000
| – | – | 0.14% | 74 |
|
|
2014
Q3 | $341K | Hold |
8,000
| – | – | 0.15% | 73 |
|
|
2014
Q2 | $339K | Hold |
8,000
| – | – | 0.15% | 73 |
|
|
2014
Q1 | $309K | Hold |
8,000
| – | – | 0.14% | 75 |
|
|
2013
Q4 | $330K | Hold |
8,000
| – | – | 0.15% | 69 |
|
|
2013
Q3 | $303K | Hold |
8,000
| – | – | 0.15% | 69 |
|
|
2013
Q2 | $321K | Buy |
+8,000
| New | +$331K | 0.17% | 66 |
|
Other funds holding KO
United Fire Group's KO Position: Q3 2023 in Review
United Fire Group sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 25,000 shares — an estimated $1.51M sold.
United Fire Group first reported a position in KO in Q2 2013 and held it in 41 quarters. The position peaked at $2.98M in Q1 2022. 2,828 funds tracked by Wall St. Rank hold KO as of Q3 2023.
- United Fire Group reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
- United Fire Group sold 25,000 Coca-Cola shares in Q3 2023, an estimated $1.51M.
- United Fire Group first reported a position in Coca-Cola in Q2 2013 and held it in 41 quarters.
- United Fire Group's Coca-Cola position peaked at $2.98M in Q1 2022.
- 2,828 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.
Based on United Fire Group's 13F filing for Q3 2023, filed 2 Nov 2023.