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Integer Wealth Advisors Group’s Coca-Cola KO Stock Holding History

Integer Wealth Advisors 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
2021
Q1 		$913K Sell
17,177
-200
-1% -$10.1K 0.5% 34
2020
Q4 		$878K Hold
17,377
– – 0.58% 36
2020
Q3 		$858K Hold
17,377
– – 0.79% 28
2020
Q2 		$763K Hold
17,377
– – 0.78% 28
2020
Q1 		$801K Sell
17,377
-690
-4% -$37.3K 0.91% 27
2019
Q4 		$1.06M Buy
+18,067
New +$971K 1.05% 25

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

Integer Wealth Advisors Group's KO Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its Coca-Cola (KO) stake by 1.2% in Q1 2021, selling an estimated $10.1K and leaving 17,177 shares worth $913K. The position accounts for 0.5% of the portfolio, ranked #34.

Integer Wealth Advisors Group first reported a position in KO in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2019. 2,486 funds tracked by Wall St. Rank hold KO as of Q1 2021.

  • Integer Wealth Advisors Group held 17,177 shares of Coca-Cola worth $913K as of Q1 2021.
  • Integer Wealth Advisors Group sold 200 Coca-Cola shares in Q1 2021, an estimated $10.1K.
  • Coca-Cola made up 0.5% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #34 holding.
  • Integer Wealth Advisors Group first reported a position in Coca-Cola in Q4 2019 and has held it in 6 quarters since.
  • Integer Wealth Advisors Group's Coca-Cola position peaked at $1.06M in Q4 2019.
  • 2,486 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.