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Watson Rebecca’s Coca-Cola KO Stock Holding History

Watson Rebecca’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
Q3 		$358K Buy
7,255
+270
+4% +$13K 0.21% 56
2020
Q2 		$312K Hold
6,985
– – 0.19% 56
2020
Q1 		$329K Sell
6,985
-1,000
-13% -$54K 0.23% 51
2019
Q4 		$442K Buy
+7,985
New +$429K 0.27% 52

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Watson Rebecca's KO Position: Q3 2020 in Review

Watson Rebecca increased its Coca-Cola (KO) stake by 3.9% in Q3 2020, buying an estimated $13K and bringing the position to 7,255 shares worth $358K. The position accounts for 0.21% of the portfolio, ranked #56.

Watson Rebecca first reported a position in KO in Q4 2019 and has held it in 4 quarters since. The position peaked at $442K in Q4 2019. 2,300 funds tracked by Wall St. Rank hold KO as of Q3 2020.

  • Watson Rebecca held 7,255 shares of Coca-Cola worth $358K as of Q3 2020.
  • Watson Rebecca bought 270 Coca-Cola shares in Q3 2020, an estimated $13K.
  • Coca-Cola made up 0.21% of Watson Rebecca's portfolio in Q3 2020, its #56 holding.
  • Watson Rebecca first reported a position in Coca-Cola in Q4 2019 and has held it in 4 quarters since.
  • Watson Rebecca's Coca-Cola position peaked at $442K in Q4 2019.
  • 2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.