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

Clarus 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
2019 Q3	–	Sell	-1,641	Closed	-$84K	–	379
2019 Q2	$84K	Buy	1,641 +6	+0.4%	+$294	0.06%	215
2019 Q1	$77K	Hold	1,635	–	–	0.06%	232
2018 Q4	$77K	Buy	1,635 +7	+0.4%	+$335	0.12%	204
2018 Q3	$75K	Sell	1,628 -703	-30%	-$32.1K	0.05%	239
2018 Q2	$101K	Buy	+2,331	New	+$101K	0.08%	192

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

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

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

Clarus Wealth Advisors's KO Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Coca-Cola (KO) in Q3 2019, closing a stake of 1,641 shares — an estimated $84K sold.

Clarus Wealth Advisors first reported a position in KO in Q2 2018 and held it in 5 quarters. The position peaked at $101K in Q2 2018. 2,120 funds tracked by Wall St. Rank hold KO as of Q3 2019.

Clarus Wealth Advisors reported no remaining Coca-Cola position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,641 Coca-Cola shares in Q3 2019, an estimated $84K.
Clarus Wealth Advisors first reported a position in Coca-Cola in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Coca-Cola position peaked at $101K in Q2 2018.
2,120 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.