SEC 13F Intelligence

Veritable, L.P. / KO

Veritable, L.P.’s Coca Cola Co Position

Does Veritable, L.P. own Coca Cola Co (KO)? Not currently — the last reported position was 241.8K shares worth $15M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$15M
Q2 2023
Shares
241.8K
% of Portfolio
+0.23%
Quarters Held
18
position exited

Position History KO

Reported value by quarter
Q1 ’19: $13MQ1 ’19Q2 ’19: $14MQ3 ’19: $15MQ4 ’19: $15MQ4 ’19Q1 ’20: $11MQ2 ’20: $11MQ3 ’20: $12MQ3 ’20Q4 ’20: $12MQ1 ’21: $12MQ2 ’21: $13MQ2 ’21Q3 ’21: $13MQ4 ’21: $15MQ1 ’22: $16MQ1 ’22Q2 ’22: $16MQ3 ’22: $14MQ4 ’22: $16MQ4 ’22Q1 ’23: $15MQ2 ’23: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023241.8K$15M+0.23%
Q1 2023249.1K$15M+0.25%
Q4 2022251.1K$16M+0.27%
Q3 2022249.5K$14M+0.27%
Q2 2022252.8K$16M+0.29%
Q1 2022255.1K$16M+0.24%
Q4 2021251.6K$15M+0.22%
Q3 2021246.3K$13M+0.21%
Q2 2021231.9K$13M+0.20%
Q1 2021230.3K$12M+0.21%
Q4 2020227.4K$12M+0.23%
Q3 2020237.0K$12M+0.23%
Q2 2020238.5K$11M+0.23%
Q1 2020258.7K$11M+0.28%
Q4 2019263.8K$15M+0.27%
Q3 2019267.9K$15M+0.29%
Q2 2019271.1K$14M+0.27%
Q1 2019271.0K$13M+0.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Veritable, L.P.’s full portfolio or all institutional holders of KO.