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Artemis Wealth Advisors’s Coca-Cola KO Stock Holding History

Artemis Wealth Advisors’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
-475
Closed -$26.3K – 101
2019
Q4 		$26.3K Buy
+475
New +$25.5K 0.01% 76
2017
Q2 		– Sell
-240
Closed -$10.2K – 34
2017
Q1 		$10.2K Hold
240
– – 0.01% 29
2016
Q4 		$10K Buy
+240
New +$9.99K 0.01% 20

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artemis Wealth Advisors's KO Position: Q1 2020 in Review

Artemis Wealth Advisors sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 475 shares — an estimated $26.3K sold.

Artemis Wealth Advisors first reported a position in KO in Q4 2016 and held it in 3 quarters. The position peaked at $26.3K in Q4 2019. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

  • Artemis Wealth Advisors reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
  • Artemis Wealth Advisors sold 475 Coca-Cola shares in Q1 2020, an estimated $26.3K.
  • Artemis Wealth Advisors first reported a position in Coca-Cola in Q4 2016 and held it in 3 quarters.
  • Artemis Wealth Advisors's Coca-Cola position peaked at $26.3K in Q4 2019.
  • 2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on Artemis Wealth Advisors's 13F filing for Q1 2020, filed 17 Feb 2023.