GenWealth Group’s Coca-Cola KO Stock Holding History

GenWealth Group’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	-4,417	Closed	-$219K	–	71
2020 Q3	$219K	Buy	+4,417	New	+$212K	0.08%	63

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

GenWealth Group's KO Position: Q4 2020 in Review

GenWealth Group sold out of Coca-Cola (KO) in Q4 2020, closing a stake of 4,417 shares — an estimated $219K sold.

GenWealth Group first reported a position in KO in Q3 2020 and held it in 1 quarter. The position peaked at $219K in Q3 2020. 2,476 funds tracked by Wall St. Rank hold KO as of Q4 2020.

GenWealth Group reported no remaining Coca-Cola position as of Q4 2020 after selling out during the quarter.
GenWealth Group sold 4,417 Coca-Cola shares in Q4 2020, an estimated $219K.
GenWealth Group first reported a position in Coca-Cola in Q3 2020 and held it in 1 quarter.
GenWealth Group's Coca-Cola position peaked at $219K in Q3 2020.
2,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on GenWealth Group's 13F filing for Q4 2020, filed 14 Jan 2021.