HFA
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Huber Financial Advisors’s Coca-Cola KO Stock Holding History

Huber Financial Advisors’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
2019
Q2 		– Sell
-6,907
Closed -$324K – 129
2019
Q1 		$324K Buy
+6,907
New +$323K 0.16% 84

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Huber Financial Advisors's KO Position: Q2 2019 in Review

Huber Financial Advisors sold out of Coca-Cola (KO) in Q2 2019, closing a stake of 6,907 shares — an estimated $324K sold.

Huber Financial Advisors first reported a position in KO in Q1 2019 and held it in 1 quarter. The position peaked at $324K in Q1 2019. 2,098 funds tracked by Wall St. Rank hold KO as of Q2 2019.

  • Huber Financial Advisors reported no remaining Coca-Cola position as of Q2 2019 after selling out during the quarter.
  • Huber Financial Advisors sold 6,907 Coca-Cola shares in Q2 2019, an estimated $324K.
  • Huber Financial Advisors first reported a position in Coca-Cola in Q1 2019 and held it in 1 quarter.
  • Huber Financial Advisors's Coca-Cola position peaked at $324K in Q1 2019.
  • 2,098 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2019.

Based on Huber Financial Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.