ERn Financial LLC’s Coca-Cola KO Stock Holding History

ERn Financial LLC’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	-8,486	Closed	-$401K	–	69
2019 Q1	$401K	Buy	+8,486	New	+$397K	0.24%	47

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

ERn Financial LLC's KO Position: Q2 2019 in Review

ERn Financial LLC sold out of Coca-Cola (KO) in Q2 2019, closing a stake of 8,486 shares — an estimated $401K sold.

ERn Financial LLC first reported a position in KO in Q1 2019 and held it in 1 quarter. The position peaked at $401K in Q1 2019. 2,098 funds tracked by Wall St. Rank hold KO as of Q2 2019.

ERn Financial LLC reported no remaining Coca-Cola position as of Q2 2019 after selling out during the quarter.
ERn Financial LLC sold 8,486 Coca-Cola shares in Q2 2019, an estimated $401K.
ERn Financial LLC first reported a position in Coca-Cola in Q1 2019 and held it in 1 quarter.
ERn Financial LLC's Coca-Cola position peaked at $401K in Q1 2019.
2,098 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2019.

Based on ERn Financial LLC's 13F filing for Q2 2019, filed 12 Aug 2019.