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Wellesley Investment Partners’s Coca-Cola KO Stock Holding History

Wellesley Investment Partners’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 		$219K Buy
+4,446
New +$214K 0.07% 96
2020
Q1 		– Sell
-4,671
Closed -$258K – 114
2019
Q4 		$258K Sell
4,671
-62
-1% -$3.33K 0.08% 104
2019
Q3 		$258K Buy
4,733
+128
+3% +$6.85K 0.08% 95
2019
Q2 		$234K Sell
4,605
-93
-2% -$4.56K 0.08% 97
2019
Q1 		$220K Buy
+4,698
New +$220K 0.08% 114
2018
Q4 		– Sell
-5,538
Closed -$255K – 125
2018
Q3 		$255K Sell
5,538
-213
-4% -$9.73K 0.08% 118
2018
Q2 		$252K Buy
5,751
+53
+0.9% +$2.29K 0.09% 118
2018
Q1 		$247K Buy
5,698
+740
+15% +$33.2K 0.09% 112
2017
Q4 		$227K Buy
4,958
+1
+0% +$46 0.09% 115
2017
Q3 		$223K Buy
4,957
+130
+3% +$5.91K 0.09% 114
2017
Q2 		$216K Buy
+4,827
New +$213K 0.09% 112
2016
Q4 		– Sell
-4,863
Closed -$205K – 107
2016
Q3 		$205K Hold
4,863
– – 0.11% 95
2016
Q2 		$220K Buy
4,863
+400
+9% +$18.1K 0.12% 88
2016
Q1 		$207K Buy
+4,463
New +$194K 0.12% 90

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

Wellesley Investment Partners's KO Position: Q3 2020 in Review

Wellesley Investment Partners opened a new position in Coca-Cola (KO) in Q3 2020: 4,446 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #96 among its holdings. This is a return to the name: Wellesley Investment Partners previously reported a position in KO as recently as Q4 2019.

Wellesley Investment Partners first reported a position in KO in Q1 2016 and has held it in 14 quarters since. The position peaked at $258K in Q4 2019. 2,299 funds tracked by Wall St. Rank hold KO as of Q3 2020.

  • Wellesley Investment Partners held 4,446 shares of Coca-Cola worth $219K as of Q3 2020.
  • Coca-Cola was a new Wellesley Investment Partners position in Q3 2020.
  • Coca-Cola made up 0.07% of Wellesley Investment Partners's portfolio in Q3 2020, its #96 holding.
  • Wellesley Investment Partners first reported a position in Coca-Cola in Q1 2016 and has held it in 14 quarters since.
  • Wellesley Investment Partners's Coca-Cola position peaked at $258K in Q4 2019.
  • 2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.