Weather Gauge Advisory’s Coca-Cola KO Stock Holding History

Weather Gauge Advisory’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	$551K	Buy	10,510 +4	+0%	+$223	0.67%	45
2021 Q2	$568K	Sell	10,506 -136	-1%	-$7.4K	0.66%	47
2021 Q1	$561K	Sell	10,642 -90	-0.8%	-$4.53K	0.66%	46
2020 Q4	$589K	Sell	10,732 -3,782	-26%	-$196K	0.68%	46
2020 Q3	$717K	Buy	14,514 +414	+3%	+$19.9K	0.85%	40
2020 Q2	$630K	Sell	14,100 -3,441	-20%	-$158K	0.75%	42
2020 Q1	$776K	Buy	17,541 +200	+1%	+$10.8K	0.94%	36
2019 Q4	$960K	Buy	17,341 +22	+0.1%	+$1.18K	0.85%	37
2019 Q3	$943K	Sell	17,319 -89	-0.5%	-$4.77K	0.88%	35
2019 Q2	$886K	Buy	17,408 +263	+2%	+$12.9K	0.85%	37
2019 Q1	$803K	Hold	17,145	–	–	0.78%	45
2018 Q4	$812K	Buy	+17,145	New	+$821K	0.89%	35

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Weather Gauge Advisory's KO Position: Q3 2021 in Review

Weather Gauge Advisory increased its Coca-Cola (KO) stake by 0.04% in Q3 2021, buying an estimated $223 and bringing the position to 10,510 shares worth $551K. The position accounts for 0.67% of the portfolio, ranked #45.

Weather Gauge Advisory first reported a position in KO in Q4 2018 and has held it in 12 quarters since. The position peaked at $960K in Q4 2019. 2,480 funds tracked by Wall St. Rank hold KO as of Q3 2021.

Weather Gauge Advisory held 10,510 shares of Coca-Cola worth $551K as of Q3 2021.
Weather Gauge Advisory bought 4 Coca-Cola shares in Q3 2021, an estimated $223.
Coca-Cola made up 0.67% of Weather Gauge Advisory's portfolio in Q3 2021, its #45 holding.
Weather Gauge Advisory first reported a position in Coca-Cola in Q4 2018 and has held it in 12 quarters since.
Weather Gauge Advisory's Coca-Cola position peaked at $960K in Q4 2019.
2,480 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Weather Gauge Advisory's 13F filing for Q3 2021, filed 22 Oct 2021.