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

Jupiter 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	-20,000	Closed	-$1.1M	–	88
2020 Q4	$1.1M	Buy	20,000 +15,000	+300%	+$776K	0.67%	36
2020 Q3	$247K	Buy	+5,000	New	+$240K	0.17%	56
2020 Q2	–	Sell	-6,806	Closed	-$310K	–	78
2020 Q1	$310K	Hold	6,806	–	–	0.18%	54
2019 Q4	$381K	Hold	6,806	–	–	0.18%	64
2019 Q3	$371K	Hold	6,806	–	–	0.2%	60
2019 Q2	$355K	Hold	6,806	–	–	0.18%	61
2019 Q1	$323K	Buy	+6,806	New	+$318K	0.16%	62

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

Jupiter Wealth Management's KO Position: Q1 2021 in Review

Jupiter Wealth Management sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 20,000 shares — an estimated $1.1M sold.

Jupiter Wealth Management first reported a position in KO in Q1 2019 and held it in 7 quarters. The position peaked at $1.1M in Q4 2020. 2,486 funds tracked by Wall St. Rank hold KO as of Q1 2021.

Jupiter Wealth Management reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
Jupiter Wealth Management sold 20,000 Coca-Cola shares in Q1 2021, an estimated $1.1M.
Jupiter Wealth Management first reported a position in Coca-Cola in Q1 2019 and held it in 7 quarters.
Jupiter Wealth Management's Coca-Cola position peaked at $1.1M in Q4 2020.
2,486 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Jupiter Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.