Essex Private Wealth Management’s Coca-Cola KO Stock Holding History

Essex Private 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	-13,165	Closed	-$779K	–	51
2021 Q4	$779K	Buy	13,165 +11	+0.1%	+$613	0.66%	25
2021 Q3	$690K	Sell	13,154 -184	-1%	-$10.3K	0.63%	30
2021 Q2	$722K	Sell	13,338 -168	-1%	-$9.14K	0.66%	31
2021 Q1	$712K	Sell	13,506 -1,815	-12%	-$91.4K	0.68%	28
2020 Q4	$840K	Sell	15,321 -219	-1%	-$11.3K	0.82%	27
2020 Q3	$767K	Sell	15,540 -100	-0.6%	-$4.81K	0.79%	28
2020 Q2	$698K	Sell	15,640 -119	-0.8%	-$5.48K	0.81%	27
2020 Q1	$697K	Buy	15,759 +183	+1%	+$9.88K	0.91%	23
2019 Q4	$862K	Buy	+15,576	New	+$837K	0.87%	26

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

Essex Private Wealth Management's KO Position: Q1 2022 in Review

Essex Private Wealth Management sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 13,165 shares — an estimated $779K sold.

Essex Private Wealth Management first reported a position in KO in Q4 2019 and held it in 9 quarters. The position peaked at $862K in Q4 2019. 2,765 funds tracked by Wall St. Rank hold KO as of Q1 2022.

Essex Private Wealth Management reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
Essex Private Wealth Management sold 13,165 Coca-Cola shares in Q1 2022, an estimated $779K.
Essex Private Wealth Management first reported a position in Coca-Cola in Q4 2019 and held it in 9 quarters.
Essex Private Wealth Management's Coca-Cola position peaked at $862K in Q4 2019.
2,765 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

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