CA Family Wealth’s Coca-Cola KO Stock Holding History

CA Family Wealth’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	-3,661	Closed	-$203K	–	99
2019 Q4	$203K	Buy	+3,661	New	+$197K	0.14%	128

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

CA Family Wealth's KO Position: Q1 2020 in Review

CA Family Wealth sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 3,661 shares — an estimated $203K sold.

CA Family Wealth first reported a position in KO in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

CA Family Wealth reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 3,661 Coca-Cola shares in Q1 2020, an estimated $203K.
CA Family Wealth first reported a position in Coca-Cola in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Coca-Cola position peaked at $203K in Q4 2019.
2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.