Estate Counselors’s Coca-Cola KO Stock Holding History

Estate Counselors’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
2020 Q4	–	Sell	-8,580	Closed	-$424K	–	136
2020 Q3	$424K	Hold	8,580	–	–	0.07%	104
2020 Q2	$383K	Buy	+8,580	New	+$395K	0.06%	115

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Estate Counselors's KO Position: Q4 2020 in Review

Estate Counselors sold out of Coca-Cola (KO) in Q4 2020, closing a stake of 8,580 shares — an estimated $424K sold.

Estate Counselors first reported a position in KO in Q2 2020 and held it in 2 quarters. The position peaked at $424K in Q3 2020. 2,476 funds tracked by Wall St. Rank hold KO as of Q4 2020.

Estate Counselors reported no remaining Coca-Cola position as of Q4 2020 after selling out during the quarter.
Estate Counselors sold 8,580 Coca-Cola shares in Q4 2020, an estimated $424K.
Estate Counselors first reported a position in Coca-Cola in Q2 2020 and held it in 2 quarters.
Estate Counselors's Coca-Cola position peaked at $424K in Q3 2020.
2,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on Estate Counselors's 13F filing for Q4 2020, filed 11 Feb 2021.