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

Burt 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
2021
Q1 		– Sell
-2,310
Closed -$127K – 233
2020
Q4 		$127K Hold
2,310
– – 0.04% 113
2020
Q3 		$114K Sell
2,310
-326
-12% -$15.7K 0.04% 117
2020
Q2 		$118K Buy
2,636
+53
+2% +$2.44K 0.05% 109
2020
Q1 		$114K Sell
2,583
-280
-10% -$15.1K 0.05% 103
2019
Q4 		$158K Sell
2,863
-2,265
-44% -$122K 0.06% 99
2019
Q3 		$279K Hold
5,128
– – 0.11% 65
2019
Q2 		$261K Sell
5,128
-1,250
-20% -$61.3K 0.11% 67
2019
Q1 		$299K Hold
6,378
– – 0.13% 61
2018
Q4 		$302K Hold
6,378
– – 0.14% 62
2018
Q3 		$295K Sell
6,378
-956
-13% -$43.7K 0.13% 62
2018
Q2 		$322K Sell
7,334
-585
-7% -$25.3K 0.15% 55
2018
Q1 		$344K Sell
7,919
-919
-10% -$41.3K 0.18% 48
2017
Q4 		$405K Sell
8,838
-107
-1% -$4.92K 0.25% 42
2017
Q3 		$403K Buy
8,945
+1,913
+27% +$87K 0.26% 39
2017
Q2 		$315K Buy
7,032
+292
+4% +$12.9K 0.22% 48
2017
Q1 		$286K Sell
6,740
-309
-4% -$12.9K 0.21% 52
2016
Q4 		$292K Sell
7,049
-75
-1% -$3.12K 0.26% 53
2016
Q3 		$301K Sell
7,124
-405
-5% -$17.7K 0.32% 43
2016
Q2 		$341K Hold
7,529
– – 0.38% 36
2016
Q1 		$349K Buy
7,529
+1,050
+16% +$45.7K 0.32% 36
2015
Q4 		$278K Buy
6,479
+594
+10% +$25.2K 0.22% 50
2015
Q3 		$236K Hold
5,885
– – 0.29% 45
2015
Q2 		$231K Hold
5,885
– – 0.25% 54
2015
Q1 		$239K Sell
5,885
-2,547
-30% -$107K 0.24% 46
2014
Q4 		$356K Buy
+8,432
New +$360K 0.38% 34

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
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
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

Burt Wealth Advisors's KO Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 2,310 shares — an estimated $127K sold.

Burt Wealth Advisors first reported a position in KO in Q4 2014 and held it in 25 quarters. The position peaked at $405K in Q4 2017. 2,485 funds tracked by Wall St. Rank hold KO as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 2,310 Coca-Cola shares in Q1 2021, an estimated $127K.
  • Burt Wealth Advisors first reported a position in Coca-Cola in Q4 2014 and held it in 25 quarters.
  • Burt Wealth Advisors's Coca-Cola position peaked at $405K in Q4 2017.
  • 2,485 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.