1776 Wealth’s Coca-Cola KO Stock Holding History

1776 Wealth’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	–	Sell	-2,868	Closed	-$128K	–	218
2020 Q2	$128K	Sell	2,868 -2,868	-50%	-$132K	0.09%	127
2020 Q1	$284K	Buy	5,736 +2,868	+100%	+$155K	0.12%	118
2019 Q4	$158K	Buy	+2,868	New	+$154K	0.13%	113

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

1776 Wealth's KO Position: Q3 2020 in Review

1776 Wealth sold out of Coca-Cola (KO) in Q3 2020, closing a stake of 2,868 shares — an estimated $128K sold.

1776 Wealth first reported a position in KO in Q4 2019 and held it in 3 quarters. The position peaked at $284K in Q1 2020. 2,299 funds tracked by Wall St. Rank hold KO as of Q3 2020.

1776 Wealth reported no remaining Coca-Cola position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 2,868 Coca-Cola shares in Q3 2020, an estimated $128K.
1776 Wealth first reported a position in Coca-Cola in Q4 2019 and held it in 3 quarters.
1776 Wealth's Coca-Cola position peaked at $284K in Q1 2020.
2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.