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

Elmwood 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
2022 Q1	–	Sell	-46	Closed	-$3K	–	220
2021 Q4	$3K	Buy	+46	New	+$2.56K	﹤0.01%	333
2021 Q2	$3K	Hold	46	–	–	﹤0.01%	295
2021 Q1	$2K	Buy	+46	New	+$2.31K	﹤0.01%	298
2020 Q3	$9K	Hold	195	–	–	0.01%	191
2020 Q2	$9K	Buy	195 +73	+60%	+$3.36K	0.01%	191
2020 Q1	$5.3K	Buy	+122	New	+$6.59K	0.01%	224
2019 Q4	–	Sell	-122	Closed	-$7K	–	174
2019 Q3	$7K	Hold	122	–	–	0.01%	196
2019 Q2	$6K	Hold	122	–	–	0.01%	222
2019 Q1	$6K	Hold	122	–	–	0.01%	212
2018 Q4	$6K	Hold	122	–	–	0.01%	215
2018 Q3	$5.63K	Hold	122	–	–	﹤0.01%	224
2018 Q2	$5.35K	Hold	122	–	–	﹤0.01%	223
2018 Q1	$5.3K	Buy	+122	New	+$5.48K	0.01%	224

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Elmwood Wealth Management's KO Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 46 shares — an estimated $3K sold.

Elmwood Wealth Management first reported a position in KO in Q1 2018 and held it in 13 quarters. The position peaked at $9K in Q3 2020. 2,764 funds tracked by Wall St. Rank hold KO as of Q1 2022.

Elmwood Wealth Management reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 46 Coca-Cola shares in Q1 2022, an estimated $3K.
Elmwood Wealth Management first reported a position in Coca-Cola in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Coca-Cola position peaked at $9K in Q3 2020.
2,764 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.