Intercontinental Wealth Advisors’s Coca-Cola KO Stock Holding History

Intercontinental Wealth 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
2021 Q2	–	Sell	-4,230	Closed	-$223K	–	293
2021 Q1	$223K	Buy	+4,230	New	+$213K	0.05%	254
2020 Q1	–	Sell	-520	Closed	-$31K	–	240
2019 Q4	$31K	Hold	520	–	–	0.03%	208
2019 Q3	$28K	Sell	520 -2,500	-83%	-$134K	0.02%	256
2019 Q2	$154K	Hold	3,020	–	–	0.08%	138
2019 Q1	$142K	Hold	3,020	–	–	0.07%	146
2018 Q4	$143K	Buy	+3,020	New	+$145K	0.08%	143
2017 Q4	–	Sell	-5,035	Closed	-$227K	–	160
2017 Q3	$227K	Hold	5,035	–	–	0.14%	113
2017 Q2	$226K	Hold	5,035	–	–	0.15%	104
2017 Q1	$214K	Buy	+5,035	New	+$210K	0.13%	128

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intercontinental Wealth Advisors's KO Position: Q2 2021 in Review

Intercontinental Wealth Advisors sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 4,230 shares — an estimated $223K sold.

Intercontinental Wealth Advisors first reported a position in KO in Q1 2017 and held it in 9 quarters. The position peaked at $227K in Q3 2017. 2,500 funds tracked by Wall St. Rank hold KO as of Q2 2021.

Intercontinental Wealth Advisors reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
Intercontinental Wealth Advisors sold 4,230 Coca-Cola shares in Q2 2021, an estimated $223K.
Intercontinental Wealth Advisors first reported a position in Coca-Cola in Q1 2017 and held it in 9 quarters.
Intercontinental Wealth Advisors's Coca-Cola position peaked at $227K in Q3 2017.
2,500 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.