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

Frontier 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 Q2	$1.85M	Sell	29,344 -34,318	-54%	-$2.18M	0.13%	129
2022 Q1	$4.11M	Buy	63,662 +1,119	+2%	+$68K	0.05%	73
2021 Q4	$3.7M	Buy	62,543 +2,157	+4%	+$120K	0.24%	84
2021 Q3	$3.17M	Sell	60,386 -1,257	-2%	-$70.1K	0.22%	88
2021 Q2	$3.33M	Sell	61,643 -608	-1%	-$33.1K	0.23%	85
2021 Q1	$3.28M	Buy	62,251 +23,131	+59%	+$1.16M	0.25%	83
2020 Q4	$2.15M	Buy	39,120 +1,102	+3%	+$57K	0.18%	97
2020 Q3	$1.88M	Buy	38,018 +4,457	+13%	+$214K	0.17%	102
2020 Q2	$1.5M	Sell	33,561 -44,849	-57%	-$2.07M	0.14%	111
2020 Q1	$3.47M	Buy	78,410 +25,699	+49%	+$1.39M	0.57%	51
2019 Q4	$2.92M	Buy	52,711 +5,217	+11%	+$280K	0.47%	48
2019 Q3	$2.59M	Buy	47,494 +10,534	+29%	+$564K	0.38%	57
2019 Q2	$1.88M	Buy	36,960 +5,140	+16%	+$252K	0.28%	77
2019 Q1	$1.49M	Buy	31,820 +285	+0.9%	+$13.3K	0.2%	112
2018 Q4	$1.49M	Sell	31,535 -7,529	-19%	-$360K	0.23%	103
2018 Q3	$1.8M	Sell	39,064 -7,327	-16%	-$335K	0.17%	95
2018 Q2	$2.04M	Buy	46,391 +9,642	+26%	+$416K	0.29%	83
2018 Q1	$1.6M	Buy	36,749 +166	+0.5%	+$7.46K	0.22%	111
2017 Q4	$1.68M	Buy	36,583 +5,140	+16%	+$236K	0.27%	88
2017 Q3	$1.42M	Sell	31,443 -7,675	-20%	-$349K	0.2%	120
2017 Q2	$1.75M	Sell	39,118 -2,892	-7%	-$128K	0.27%	93
2017 Q1	$1.78M	Sell	42,010 -1,000	-2%	-$41.7K	0.27%	93
2016 Q4	$1.78M	Buy	43,010 +27,036	+169%	+$1.13M	0.29%	96
2016 Q3	$676K	Sell	15,974 -353	-2%	-$15.5K	0.1%	176
2016 Q2	$740K	Sell	16,327 -6,736	-29%	-$304K	0.12%	161
2016 Q1	$1.07M	Buy	23,063 +203	+0.9%	+$8.84K	0.09%	125
2015 Q4	$982K	Sell	22,860 -1,701	-7%	-$72.2K	0.16%	136
2015 Q3	$985K	Buy	24,561 +8,164	+50%	+$327K	0.16%	133
2015 Q2	$643K	Sell	16,397 -9,533	-37%	-$388K	0.1%	177
2015 Q1	$1.05M	Buy	25,930 +870	+3%	+$36.4K	0.17%	100
2014 Q4	$1.06M	Buy	+25,060	New	+$1.07M	0.2%	83

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Frontier Wealth Management's KO Position: Q2 2022 in Review

Frontier Wealth Management reduced its Coca-Cola (KO) stake by 54% in Q2 2022, selling an estimated $2.18M and leaving 29,344 shares worth $1.85M. The position accounts for 0.13% of the portfolio, ranked #129.

Frontier Wealth Management first reported a position in KO in Q4 2014 and has held it in 31 quarters since. The position peaked at $4.11M in Q1 2022. 2,773 funds tracked by Wall St. Rank hold KO as of Q2 2022.

Frontier Wealth Management held 29,344 shares of Coca-Cola worth $1.85M as of Q2 2022.
Frontier Wealth Management sold 34,318 Coca-Cola shares in Q2 2022, an estimated $2.18M.
Coca-Cola made up 0.13% of Frontier Wealth Management's portfolio in Q2 2022, its #129 holding.
Frontier Wealth Management first reported a position in Coca-Cola in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's Coca-Cola position peaked at $4.11M in Q1 2022.
2,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.