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

Argent 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
2020 Q1	–	Sell	-4,056	Closed	-$224K	–	177
2019 Q4	$224K	Buy	+4,056	New	+$218K	0.04%	163

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Argent Wealth Management's KO Position: Q1 2020 in Review

Argent Wealth Management sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 4,056 shares — an estimated $224K sold.

Argent Wealth Management first reported a position in KO in Q4 2019 and held it in 1 quarter. The position peaked at $224K in Q4 2019. 2,239 funds tracked by Wall St. Rank hold KO as of Q1 2020.

Argent Wealth Management reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
Argent Wealth Management sold 4,056 Coca-Cola shares in Q1 2020, an estimated $224K.
Argent Wealth Management first reported a position in Coca-Cola in Q4 2019 and held it in 1 quarter.
Argent Wealth Management's Coca-Cola position peaked at $224K in Q4 2019.
2,239 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on Argent Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.