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

BlueSky 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
Q4 		– Sell
-4,528
Closed -$227K – 51
2020
Q3 		$227K Sell
4,528
-21
-0.5% -$1.01K 0.06% 47
2020
Q2 		$203K Sell
4,549
-198
-4% -$9.12K 0.06% 51
2020
Q1 		$210K Sell
4,747
-250
-5% -$13.5K 0.08% 50
2019
Q4 		$277K Sell
4,997
-200
-4% -$10.8K 0.09% 53
2019
Q3 		$280K Sell
5,197
-418
-7% -$22.4K 0.1% 55
2019
Q2 		$286K Sell
5,615
-785
-12% -$38.5K 0.1% 56
2019
Q1 		$299K Hold
6,400
– – 0.11% 52
2018
Q4 		$309K Buy
+6,400
New +$306K 0.12% 51

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BlueSky Wealth Advisors's KO Position: Q4 2020 in Review

BlueSky Wealth Advisors sold out of Coca-Cola (KO) in Q4 2020, closing a stake of 4,528 shares — an estimated $227K sold.

BlueSky Wealth Advisors first reported a position in KO in Q4 2018 and held it in 8 quarters. The position peaked at $309K in Q4 2018. 2,475 funds tracked by Wall St. Rank hold KO as of Q4 2020.

  • BlueSky Wealth Advisors reported no remaining Coca-Cola position as of Q4 2020 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 4,528 Coca-Cola shares in Q4 2020, an estimated $227K.
  • BlueSky Wealth Advisors first reported a position in Coca-Cola in Q4 2018 and held it in 8 quarters.
  • BlueSky Wealth Advisors's Coca-Cola position peaked at $309K in Q4 2018.
  • 2,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on BlueSky Wealth Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.