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Absher Wealth Management’s Coca-Cola KO Stock Holding History

Absher Wealth Management’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 		– Sell
-7,609
Closed -$412K – 71
2021
Q2 		$412K Sell
7,609
-53
-0.7% -$2.88K 0.07% 56
2021
Q1 		$404K Sell
7,662
-64
-0.8% -$3.22K 0.08% 56
2020
Q4 		$424K Sell
7,726
-1,182
-13% -$61.1K 0.09% 50
2020
Q3 		$440K Buy
8,908
+3
+0% +$144 0.11% 46
2020
Q2 		$398K Sell
8,905
-198
-2% -$9.12K 0.1% 52
2020
Q1 		$403K Sell
9,103
-42
-0.5% -$2.27K 0.12% 45
2019
Q4 		$521K Buy
+9,145
New +$492K 0.13% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Absher Wealth Management's KO Position: Q3 2021 in Review

Absher Wealth Management sold out of Coca-Cola (KO) in Q3 2021, closing a stake of 7,609 shares — an estimated $412K sold.

Absher Wealth Management first reported a position in KO in Q4 2019 and held it in 7 quarters. The position peaked at $521K in Q4 2019. 2,480 funds tracked by Wall St. Rank hold KO as of Q3 2021.

  • Absher Wealth Management reported no remaining Coca-Cola position as of Q3 2021 after selling out during the quarter.
  • Absher Wealth Management sold 7,609 Coca-Cola shares in Q3 2021, an estimated $412K.
  • Absher Wealth Management first reported a position in Coca-Cola in Q4 2019 and held it in 7 quarters.
  • Absher Wealth Management's Coca-Cola position peaked at $521K in Q4 2019.
  • 2,480 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Absher Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.