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

BigSur 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	-4,263	Closed	-$236K	–	117
2019 Q4	$236K	Hold	4,263	–	–	0.13%	99
2019 Q3	$234K	Hold	4,263	–	–	0.16%	90
2019 Q2	$220K	Hold	4,263	–	–	0.15%	93
2019 Q1	$200K	Sell	4,263 -3,000	-41%	-$140K	0.13%	103
2018 Q4	$344K	Buy	7,263 +465	+7%	+$22.3K	0.24%	70
2018 Q3	$317K	Buy	6,798 +439	+7%	+$20.1K	0.2%	76
2018 Q2	$281K	Buy	+6,359	New	+$275K	0.2%	78

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

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

BigSur Wealth Management sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 4,263 shares — an estimated $236K sold.

BigSur Wealth Management first reported a position in KO in Q2 2018 and held it in 7 quarters. The position peaked at $344K in Q4 2018. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

BigSur Wealth Management reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
BigSur Wealth Management sold 4,263 Coca-Cola shares in Q1 2020, an estimated $236K.
BigSur Wealth Management first reported a position in Coca-Cola in Q2 2018 and held it in 7 quarters.
BigSur Wealth Management's Coca-Cola position peaked at $344K in Q4 2018.
2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on BigSur Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.