Atlas Private Wealth Management’s Coca-Cola KO Stock Holding History

Atlas Private 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 Q2	–	Sell	-3,820	Closed	-$201K	–	252
2021 Q1	$201K	Sell	3,820 -1,125	-23%	-$56.6K	0.13%	117
2020 Q4	$271K	Sell	4,945 -125	-2%	-$6.46K	0.19%	103
2020 Q3	$250K	Sell	5,070 -790	-13%	-$38K	0.2%	96
2020 Q2	$262K	Hold	5,860	–	–	0.21%	92
2020 Q1	$259K	Buy	5,860 +1	+0%	+$54	0.24%	91
2019 Q4	$324K	Buy	+5,859	New	+$315K	0.25%	95

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

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

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

Atlas Private Wealth Management's KO Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 3,820 shares — an estimated $201K sold.

Atlas Private Wealth Management first reported a position in KO in Q4 2019 and held it in 6 quarters. The position peaked at $324K in Q4 2019. 2,501 funds tracked by Wall St. Rank hold KO as of Q2 2021.

Atlas Private Wealth Management reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 3,820 Coca-Cola shares in Q2 2021, an estimated $201K.
Atlas Private Wealth Management first reported a position in Coca-Cola in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Coca-Cola position peaked at $324K in Q4 2019.
2,501 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.