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Vectors Research Management’s Coca-Cola KO Stock Holding History

Vectors Research 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
2022
Q3 		– Sell
-1,641
Closed -$103K – 311
2022
Q2 		$103K Sell
1,641
-448
-21% -$28.4K 0.03% 175
2022
Q1 		$130K Sell
2,089
-284
-12% -$17.3K 0.03% 166
2021
Q4 		$141K Buy
2,373
+1,565
+194% +$87.1K 0.03% 183
2021
Q3 		$42K Sell
808
-1,365
-63% -$76.1K 0.01% 252
2021
Q2 		$118K Sell
2,173
-65
-3% -$3.54K 0.03% 185
2021
Q1 		$118K Sell
2,238
-1,981
-47% -$99.7K 0.03% 176
2020
Q4 		$231K Buy
4,219
+1,853
+78% +$95.8K 0.07% 125
2020
Q3 		$106K Buy
2,366
+225
+11% +$10.8K 0.04% 143
2020
Q2 		$96K Buy
2,141
+380
+22% +$17.5K 0.04% 142
2020
Q1 		$78K Sell
1,761
-228
-11% -$12.3K 0.04% 141
2019
Q4 		$110K Hold
1,989
– – 0.04% 139
2019
Q3 		$108K Hold
1,989
– – 0.05% 136
2019
Q2 		$101K Hold
1,989
– – 0.05% 131
2019
Q1 		$93K Buy
1,989
+104
+6% +$4.86K 0.05% 138
2018
Q4 		$89K Sell
1,885
-100
-5% -$4.79K 0.04% 153
2018
Q3 		$87K Buy
+1,985
New +$90.7K 0.05% 144

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vectors Research Management's KO Position: Q3 2022 in Review

Vectors Research Management sold out of Coca-Cola (KO) in Q3 2022, closing a stake of 1,641 shares — an estimated $103K sold.

Vectors Research Management first reported a position in KO in Q3 2018 and held it in 16 quarters. The position peaked at $231K in Q4 2020. 2,736 funds tracked by Wall St. Rank hold KO as of Q3 2022.

  • Vectors Research Management reported no remaining Coca-Cola position as of Q3 2022 after selling out during the quarter.
  • Vectors Research Management sold 1,641 Coca-Cola shares in Q3 2022, an estimated $103K.
  • Vectors Research Management first reported a position in Coca-Cola in Q3 2018 and held it in 16 quarters.
  • Vectors Research Management's Coca-Cola position peaked at $231K in Q4 2020.
  • 2,736 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.