Asset Planning Services (Pennsylvania)’s Coca-Cola KO Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-18	Closed	-$1K	–	177
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	260
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	254
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	251
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	253
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	257
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	256
2018 Q1	$1K	Buy	+18	New	+$809	﹤0.01%	260

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Asset Planning Services (Pennsylvania)'s KO Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Coca-Cola (KO) in Q4 2019, closing a stake of 18 shares — an estimated $1K sold.

Asset Planning Services (Pennsylvania) first reported a position in KO in Q1 2018 and held it in 7 quarters. The position peaked at $1K in Q3 2019. 2,299 funds tracked by Wall St. Rank hold KO as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Coca-Cola position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 18 Coca-Cola shares in Q4 2019, an estimated $1K.
Asset Planning Services (Pennsylvania) first reported a position in Coca-Cola in Q1 2018 and held it in 7 quarters.
Asset Planning Services (Pennsylvania)'s Coca-Cola position peaked at $1K in Q3 2019.
2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.