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

Alterna 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
2019
Q1 		– Sell
-34,541
Closed -$1.55M – 233
2018
Q4 		$1.55M Buy
+34,541
New +$1.65M 0.25% 64

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alterna Wealth Management's KO Position: Q1 2019 in Review

Alterna Wealth Management sold out of Coca-Cola (KO) in Q1 2019, closing a stake of 34,541 shares — an estimated $1.55M sold.

Alterna Wealth Management first reported a position in KO in Q4 2018 and held it in 1 quarter. The position peaked at $1.55M in Q4 2018. 2,087 funds tracked by Wall St. Rank hold KO as of Q1 2019.

  • Alterna Wealth Management reported no remaining Coca-Cola position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 34,541 Coca-Cola shares in Q1 2019, an estimated $1.55M.
  • Alterna Wealth Management first reported a position in Coca-Cola in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Coca-Cola position peaked at $1.55M in Q4 2018.
  • 2,087 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.