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

Lighthouse 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
2021
Q1 		– Sell
-3,880
Closed -$212K – 115
2020
Q4 		$212K Buy
+3,880
New +$201K 0.07% 107
2020
Q1 		– Sell
-3,526
Closed -$195K – 178
2019
Q4 		$195K Buy
+3,526
New +$190K 0.09% 78

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lighthouse Financial Advisors's KO Position: Q1 2021 in Review

Lighthouse Financial Advisors sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 3,880 shares — an estimated $212K sold.

Lighthouse Financial Advisors first reported a position in KO in Q4 2019 and held it in 2 quarters. The position peaked at $212K in Q4 2020. 2,485 funds tracked by Wall St. Rank hold KO as of Q1 2021.

  • Lighthouse Financial Advisors reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 3,880 Coca-Cola shares in Q1 2021, an estimated $212K.
  • Lighthouse Financial Advisors first reported a position in Coca-Cola in Q4 2019 and held it in 2 quarters.
  • Lighthouse Financial Advisors's Coca-Cola position peaked at $212K in Q4 2020.
  • 2,485 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.