KCS Wealth Advisory’s Coca-Cola KO Stock Holding History

KCS Wealth Advisory’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 Q4	–	Sell	-744	Closed	-$40.5K	–	284
2019 Q3	$40.5K	Buy	+744	New	+$39.8K	0.03%	254

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

KCS Wealth Advisory's KO Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Coca-Cola (KO) in Q4 2019, closing a stake of 744 shares — an estimated $40.5K sold.

KCS Wealth Advisory first reported a position in KO in Q3 2019 and held it in 1 quarter. The position peaked at $40.5K in Q3 2019. 2,299 funds tracked by Wall St. Rank hold KO as of Q4 2019.

KCS Wealth Advisory reported no remaining Coca-Cola position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 744 Coca-Cola shares in Q4 2019, an estimated $40.5K.
KCS Wealth Advisory first reported a position in Coca-Cola in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Coca-Cola position peaked at $40.5K in Q3 2019.
2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.