Lake Point Wealth Management’s Coca-Cola KO Stock Holding History

Lake Point 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
2022 Q2	–	Sell	-100	Closed	-$6K	–	475
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	225
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	242
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	240
2021 Q2	$5K	Buy	+100	New	+$5.44K	﹤0.01%	245
2020 Q1	–	Sell	-33	Closed	-$2K	–	427
2019 Q4	$2K	Buy	+33	New	+$1.77K	﹤0.01%	492
2019 Q2	$49K	Hold	963	–	–	0.02%	133
2019 Q1	$49K	Sell	963 -13,936	-94%	-$652K	0.02%	133
2018 Q4	$705K	Buy	+14,899	New	+$713K	0.26%	66

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lake Point Wealth Management's KO Position: Q2 2022 in Review

Lake Point Wealth Management sold out of Coca-Cola (KO) in Q2 2022, closing a stake of 100 shares — an estimated $6K sold.

Lake Point Wealth Management first reported a position in KO in Q4 2018 and held it in 8 quarters. The position peaked at $705K in Q4 2018. 2,773 funds tracked by Wall St. Rank hold KO as of Q2 2022.

Lake Point Wealth Management reported no remaining Coca-Cola position as of Q2 2022 after selling out during the quarter.
Lake Point Wealth Management sold 100 Coca-Cola shares in Q2 2022, an estimated $6K.
Lake Point Wealth Management first reported a position in Coca-Cola in Q4 2018 and held it in 8 quarters.
Lake Point Wealth Management's Coca-Cola position peaked at $705K in Q4 2018.
2,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.