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

Howard 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
2020 Q1	–	Sell	-2,537	Closed	-$140K	–	311
2019 Q4	$140K	Buy	+2,537	New	+$136K	0.12%	116

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

Howard Wealth Management's KO Position: Q1 2020 in Review

Howard Wealth Management sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 2,537 shares — an estimated $140K sold.

Howard Wealth Management first reported a position in KO in Q4 2019 and held it in 1 quarter. The position peaked at $140K in Q4 2019. 2,239 funds tracked by Wall St. Rank hold KO as of Q1 2020.

Howard Wealth Management reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 2,537 Coca-Cola shares in Q1 2020, an estimated $140K.
Howard Wealth Management first reported a position in Coca-Cola in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's Coca-Cola position peaked at $140K in Q4 2019.
2,239 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.