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Cardinal Strategic Wealth Guidance’s Coca-Cola KO Stock Holding History

Cardinal Strategic Wealth Guidance’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
Q2 		– Sell
-6,079
Closed -$269K – 52
2020
Q1 		$269K Sell
6,079
-396
-6% -$21.4K 0.25% 43
2019
Q4 		$358K Buy
+6,475
New +$348K 0.31% 47

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's KO Position: Q2 2020 in Review

Cardinal Strategic Wealth Guidance sold out of Coca-Cola (KO) in Q2 2020, closing a stake of 6,079 shares — an estimated $269K sold.

Cardinal Strategic Wealth Guidance first reported a position in KO in Q4 2019 and held it in 2 quarters. The position peaked at $358K in Q4 2019. 2,264 funds tracked by Wall St. Rank hold KO as of Q2 2020.

  • Cardinal Strategic Wealth Guidance reported no remaining Coca-Cola position as of Q2 2020 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 6,079 Coca-Cola shares in Q2 2020, an estimated $269K.
  • Cardinal Strategic Wealth Guidance first reported a position in Coca-Cola in Q4 2019 and held it in 2 quarters.
  • Cardinal Strategic Wealth Guidance's Coca-Cola position peaked at $358K in Q4 2019.
  • 2,264 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2020.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2020, filed 12 Aug 2020.