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Harvest Group Wealth Management’s Coca-Cola KO Stock Holding History

Harvest Group 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
-1,413
Closed -$78K – 386
2020
Q4 		$78K Sell
1,413
-74
-5% -$3.83K 0.05% 79
2020
Q3 		$73K Buy
1,487
+285
+24% +$13.7K 0.05% 73
2020
Q2 		$53K Buy
1,202
+1
+0.1% +$46 0.04% 78
2020
Q1 		$53K Hold
1,201
– – 0.05% 74
2019
Q4 		$66K Buy
1,201
+1
+0.1% +$54 0.06% 70
2019
Q3 		$65K Buy
1,200
+1
+0.1% +$54 0.08% 67
2019
Q2 		$61K Buy
1,199
+1
+0.1% +$49 0.08% 62
2019
Q1 		$56K Buy
+1,198
New +$56K 0.05% 83

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harvest Group Wealth Management's KO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 1,413 shares — an estimated $78K sold.

Harvest Group Wealth Management first reported a position in KO in Q1 2019 and held it in 8 quarters. The position peaked at $78K in Q4 2020. 2,485 funds tracked by Wall St. Rank hold KO as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 1,413 Coca-Cola shares in Q1 2021, an estimated $78K.
  • Harvest Group Wealth Management first reported a position in Coca-Cola in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Coca-Cola position peaked at $78K in Q4 2020.
  • 2,485 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

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