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Beacon Pointe Wealth Advisors’s Coca-Cola KO Stock Holding History

Beacon Pointe 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
2019
Q4 		$314K Sell
5,613
-624
-10% -$33.5K 0.06% 211
2019
Q3 		$340K Sell
6,237
-3,433
-36% -$184K 0.07% 199
2019
Q2 		$492K Buy
9,670
+1,361
+16% +$66.7K 0.1% 160
2019
Q1 		$390K Buy
8,309
+1,963
+31% +$91.8K 0.09% 176
2018
Q4 		$300K Buy
+6,346
New +$304K 0.11% 171

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
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
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

Beacon Pointe Wealth Advisors's KO Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Coca-Cola (KO) stake by 10% in Q4 2019, selling an estimated $33.5K and leaving 5,613 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #211.

Beacon Pointe Wealth Advisors first reported a position in KO in Q4 2018 and has held it in 5 quarters since. The position peaked at $492K in Q2 2019. 2,299 funds tracked by Wall St. Rank hold KO as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 5,613 shares of Coca-Cola worth $314K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 624 Coca-Cola shares in Q4 2019, an estimated $33.5K.
  • Coca-Cola made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #211 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Coca-Cola position peaked at $492K in Q2 2019.
  • 2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.