Legend Financial Advisors’s Coca-Cola KO Stock Holding History

Legend Financial 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
2019 Q2	–	Sell	-396	Closed	-$14K	–	36
2019 Q1	$14K	Buy	+396	New	+$18.5K	0.02%	34

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legend Financial Advisors's KO Position: Q2 2019 in Review

Legend Financial Advisors sold out of Coca-Cola (KO) in Q2 2019, closing a stake of 396 shares — an estimated $14K sold.

Legend Financial Advisors first reported a position in KO in Q1 2019 and held it in 1 quarter. The position peaked at $14K in Q1 2019. 2,098 funds tracked by Wall St. Rank hold KO as of Q2 2019.

Legend Financial Advisors reported no remaining Coca-Cola position as of Q2 2019 after selling out during the quarter.
Legend Financial Advisors sold 396 Coca-Cola shares in Q2 2019, an estimated $14K.
Legend Financial Advisors first reported a position in Coca-Cola in Q1 2019 and held it in 1 quarter.
Legend Financial Advisors's Coca-Cola position peaked at $14K in Q1 2019.
2,098 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2019.

Based on Legend Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.