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

Campbell 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 Q3	–	Sell	-486	Closed	-$22K	–	222
2020 Q2	$22K	Buy	+486	New	+$22.4K	﹤0.01%	205

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Campbell Wealth Management's KO Position: Q3 2020 in Review

Campbell Wealth Management sold out of Coca-Cola (KO) in Q3 2020, closing a stake of 486 shares — an estimated $22K sold.

Campbell Wealth Management first reported a position in KO in Q2 2020 and held it in 1 quarter. The position peaked at $22K in Q2 2020. 2,300 funds tracked by Wall St. Rank hold KO as of Q3 2020.

Campbell Wealth Management reported no remaining Coca-Cola position as of Q3 2020 after selling out during the quarter.
Campbell Wealth Management sold 486 Coca-Cola shares in Q3 2020, an estimated $22K.
Campbell Wealth Management first reported a position in Coca-Cola in Q2 2020 and held it in 1 quarter.
Campbell Wealth Management's Coca-Cola position peaked at $22K in Q2 2020.
2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.