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

Evolution 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
2021
Q4 		– Sell
-1,509
Closed -$79K – 409
2021
Q3 		$79K Buy
1,509
+925
+158% +$51.6K 0.02% 165
2021
Q2 		$32K Sell
584
-139
-19% -$7.56K 0.01% 247
2021
Q1 		$38K Buy
723
+139
+24% +$7K 0.01% 223
2020
Q4 		$32K Hold
584
– – 0.01% 215
2020
Q3 		$29K Sell
584
-43
-7% -$2.07K 0.01% 238
2020
Q2 		$28K Buy
627
+332
+113% +$15.3K 0.01% 182
2020
Q1 		$13K Sell
295
-1,143
-79% -$61.7K 0.01% 187
2019
Q4 		$80K Buy
1,438
+1,146
+392% +$61.6K 0.02% 124
2019
Q3 		$16K Sell
292
-52
-15% -$2.78K 0.01% 124
2019
Q2 		$18K Buy
+344
New +$16.9K 0.01% 135

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evolution Wealth Advisors's KO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Coca-Cola (KO) in Q4 2021, closing a stake of 1,509 shares — an estimated $79K sold.

Evolution Wealth Advisors first reported a position in KO in Q2 2019 and held it in 10 quarters. The position peaked at $80K in Q4 2019. 2,731 funds tracked by Wall St. Rank hold KO as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Coca-Cola position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,509 Coca-Cola shares in Q4 2021, an estimated $79K.
  • Evolution Wealth Advisors first reported a position in Coca-Cola in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Coca-Cola position peaked at $80K in Q4 2019.
  • 2,731 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.