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

Greenhouse 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
2021 Q1	–	Sell	-2,000	Closed	-$110K	–	88
2020 Q4	$110K	Buy	+2,000	New	+$103K	0.11%	74

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

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

Greenhouse Wealth Management's KO Position: Q1 2021 in Review

Greenhouse Wealth Management sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 2,000 shares — an estimated $110K sold.

Greenhouse Wealth Management first reported a position in KO in Q4 2020 and held it in 1 quarter. The position peaked at $110K in Q4 2020. 2,486 funds tracked by Wall St. Rank hold KO as of Q1 2021.

Greenhouse Wealth Management reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
Greenhouse Wealth Management sold 2,000 Coca-Cola shares in Q1 2021, an estimated $110K.
Greenhouse Wealth Management first reported a position in Coca-Cola in Q4 2020 and held it in 1 quarter.
Greenhouse Wealth Management's Coca-Cola position peaked at $110K in Q4 2020.
2,486 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Greenhouse Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.