Fusion Family Wealth’s Coca-Cola KO Stock Holding History

Fusion Family Wealth’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 Q2	–	Sell	-50	Closed	-$3K	–	78
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	96
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	89
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	95
2020 Q2	$2K	Hold	50	–	–	﹤0.01%	101
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	116
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	118
2019 Q3	$3K	Sell	50 -212	-81%	-$11.4K	﹤0.01%	122
2019 Q2	$13K	Hold	262	–	–	﹤0.01%	112
2019 Q1	$12K	Sell	262 -8	-3%	-$374	﹤0.01%	99
2018 Q4	$13K	Hold	270	–	–	﹤0.01%	173
2018 Q3	$12K	Hold	270	–	–	﹤0.01%	188
2018 Q2	$12K	Hold	270	–	–	﹤0.01%	208
2018 Q1	$12K	Sell	270 -21	-7%	-$943	﹤0.01%	195
2017 Q4	$13K	Hold	291	–	–	﹤0.01%	203
2017 Q3	$13K	Sell	291 -25	-8%	-$1.14K	﹤0.01%	142
2017 Q2	$14K	Sell	316 -25	-7%	-$1.1K	﹤0.01%	191
2017 Q1	$14K	Sell	341 -25	-7%	-$1.04K	0.01%	190
2016 Q4	$15K	Buy	+366	New	+$15.2K	0.01%	214

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Fusion Family Wealth's KO Position: Q2 2021 in Review

Fusion Family Wealth sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 50 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in KO in Q4 2016 and held it in 18 quarters. The position peaked at $15K in Q4 2016. 2,500 funds tracked by Wall St. Rank hold KO as of Q2 2021.

Fusion Family Wealth reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 50 Coca-Cola shares in Q2 2021, an estimated $3K.
Fusion Family Wealth first reported a position in Coca-Cola in Q4 2016 and held it in 18 quarters.
Fusion Family Wealth's Coca-Cola position peaked at $15K in Q4 2016.
2,500 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.