USCA RIA’s Coca-Cola KO Stock Holding History

USCA RIA’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
2015 Q4	–	Sell	-1,000	Closed	-$1K	–	380
2015 Q3	$1K	Buy	+1,000	New	+$40K	﹤0.01%	365

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

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

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

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

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

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

USCA RIA's KO Position: Q2 2021 in Review

USCA RIA increased its Coca-Cola (KO) stake by 1.7% in Q2 2021, buying an estimated $218K and bringing the position to 233,926 shares worth $12.7M. The position accounts for 0.77% of the portfolio, ranked #26.

USCA RIA first reported a position in KO in Q2 2013 and has held it in 33 quarters since. 2,500 funds tracked by Wall St. Rank hold KO as of Q2 2021.

USCA RIA held 233,926 shares of Coca-Cola worth $12.7M as of Q2 2021.
USCA RIA bought 4,003 Coca-Cola shares in Q2 2021, an estimated $218K.
Coca-Cola made up 0.77% of USCA RIA's portfolio in Q2 2021, its #26 holding.
USCA RIA first reported a position in Coca-Cola in Q2 2013 and has held it in 33 quarters since.
2,500 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.