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Whitegate Investment Counselors’s Coca-Cola KO Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-17,397
Closed -$913K – 140
2021
Q3 		$913K Sell
17,397
-1,109
-6% -$61.8K 0.13% 122
2021
Q2 		$1M Buy
18,506
+27
+0.1% +$1.47K 0.14% 120
2021
Q1 		$974K Sell
18,479
-1,200
-6% -$60.4K 0.15% 111
2020
Q4 		$1.08M Buy
19,679
+1,200
+6% +$62K 0.17% 103
2020
Q3 		$912K Buy
18,479
+5,098
+38% +$245K 0.17% 107
2020
Q2 		$598K Hold
13,381
– – 0.12% 129
2020
Q1 		$592K Hold
13,381
– – 0.14% 116
2019
Q4 		$741K Sell
13,381
-400
-3% -$21.5K 0.13% 123
2019
Q3 		$750K Sell
13,781
-1,267
-8% -$67.8K 0.15% 117
2019
Q2 		$766K Sell
15,048
-100
-0.7% -$4.9K 0.15% 112
2019
Q1 		$710K Hold
15,148
– – 0.15% 113
2018
Q4 		$717K Hold
15,148
– – 0.17% 110
2018
Q3 		$700K Sell
15,148
-1,361
-8% -$62.2K 0.14% 116
2018
Q2 		$724K Hold
16,509
– – 0.15% 112
2018
Q1 		$717K Sell
16,509
-66
-0.4% -$2.96K 0.15% 112
2017
Q4 		$760K Sell
16,575
-106
-0.6% -$4.87K 0.16% 109
2017
Q3 		$751K Sell
16,681
-475
-3% -$21.6K 0.17% 107
2017
Q2 		$769K Sell
17,156
-725
-4% -$32K 0.17% 105
2017
Q1 		$759K Sell
17,881
-1,114
-6% -$46.5K 0.18% 104
2016
Q4 		$788K Sell
18,995
-11,416
-38% -$475K 0.21% 91
2016
Q3 		$1.29M Sell
30,411
-9,239
-23% -$405K 0.35% 79
2016
Q2 		$1.8M Buy
+39,650
New +$1.79M 0.5% 67
2014
Q1 		$1.92M Buy
+41,300
New +$1.6M 0.53% 67

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Whitegate Investment Counselors's KO Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Coca-Cola (KO) in Q4 2021, closing a stake of 17,397 shares — an estimated $913K sold.

Whitegate Investment Counselors first reported a position in KO in Q1 2014 and held it in 23 quarters. The position peaked at $1.92M in Q1 2014. 2,731 funds tracked by Wall St. Rank hold KO as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Coca-Cola position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 17,397 Coca-Cola shares in Q4 2021, an estimated $913K.
  • Whitegate Investment Counselors first reported a position in Coca-Cola in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's Coca-Cola position peaked at $1.92M in Q1 2014.
  • 2,731 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.