Chessman Wealth Strategies RIA’s Coca-Cola KO Stock Holding History

Chessman Wealth Strategies RIA’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
2019 Q2	–	Sell	-17,483	Closed	-$819K	–	17
2019 Q1	$819K	Buy	17,483 +230	+1%	+$10.8K	0.7%	11
2018 Q4	$817K	Buy	17,253 +207	+1%	+$9.91K	0.87%	13
2018 Q3	$787K	Sell	17,046 -4,941	-22%	-$226K	0.69%	15
2018 Q2	$964K	Buy	+21,987	New	+$950K	0.85%	15
2018 Q1	–	Sell	-5,573	Closed	-$256K	–	30
2017 Q4	$256K	Buy	+5,573	New	+$256K	0.26%	25

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chessman Wealth Strategies RIA's KO Position: Q2 2019 in Review

Chessman Wealth Strategies RIA sold out of Coca-Cola (KO) in Q2 2019, closing a stake of 17,483 shares — an estimated $819K sold.

Chessman Wealth Strategies RIA first reported a position in KO in Q4 2017 and held it in 5 quarters. The position peaked at $964K in Q2 2018. 2,098 funds tracked by Wall St. Rank hold KO as of Q2 2019.

Chessman Wealth Strategies RIA reported no remaining Coca-Cola position as of Q2 2019 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 17,483 Coca-Cola shares in Q2 2019, an estimated $819K.
Chessman Wealth Strategies RIA first reported a position in Coca-Cola in Q4 2017 and held it in 5 quarters.
Chessman Wealth Strategies RIA's Coca-Cola position peaked at $964K in Q2 2018.
2,098 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q2 2019, filed 19 Jul 2019.