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LifePlan Financial Group’s Coca-Cola KO Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$179K Sell
3,620
-124
-3% -$5.96K 0.08% 140
2020
Q2 		$167K Hold
3,744
– – 0.08% 139
2020
Q1 		$166K Sell
3,744
-14
-0.4% -$756 0.09% 127
2019
Q4 		$208K Buy
3,758
+200
+6% +$10.8K 0.09% 128
2019
Q3 		$194K Buy
3,558
+200
+6% +$10.7K 0.09% 131
2019
Q2 		$171K Hold
3,358
– – 0.08% 136
2019
Q1 		$157K Hold
3,358
– – 0.08% 146
2018
Q4 		$159K Hold
3,358
– – 0.1% 138
2018
Q3 		$155K Sell
3,358
-126
-4% -$5.76K 0.08% 146
2018
Q2 		$153K Buy
3,484
+128
+4% +$5.53K 0.09% 140
2018
Q1 		$146K Buy
+3,356
New +$151K 0.09% 138
2014
Q2 		– Sell
-2,718
Closed -$105K – 146
2014
Q1 		$105K Hold
2,718
– – 0.08% 84
2013
Q4 		$112K Sell
2,718
-400
-13% -$15.8K 0.08% 77
2013
Q3 		$118K Hold
3,118
– – 0.1% 64
2013
Q2 		$125K Buy
+3,118
New +$129K 0.14% 49

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifePlan Financial Group's KO Position: Q3 2020 in Review

LifePlan Financial Group reduced its Coca-Cola (KO) stake by 3.3% in Q3 2020, selling an estimated $5.96K and leaving 3,620 shares worth $179K. The position accounts for 0.08% of the portfolio, ranked #140.

LifePlan Financial Group first reported a position in KO in Q2 2013 and has held it in 15 quarters since. The position peaked at $208K in Q4 2019. 2,299 funds tracked by Wall St. Rank hold KO as of Q3 2020.

  • LifePlan Financial Group held 3,620 shares of Coca-Cola worth $179K as of Q3 2020.
  • LifePlan Financial Group sold 124 Coca-Cola shares in Q3 2020, an estimated $5.96K.
  • Coca-Cola made up 0.08% of LifePlan Financial Group's portfolio in Q3 2020, its #140 holding.
  • LifePlan Financial Group first reported a position in Coca-Cola in Q2 2013 and has held it in 15 quarters since.
  • LifePlan Financial Group's Coca-Cola position peaked at $208K in Q4 2019.
  • 2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.