Lucia Wealth Services’s Coca-Cola KO Stock Holding History

Lucia Wealth Services’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	$415K	Sell	8,412 -200	-2%	-$9.62K	0.1%	103
2020 Q2	$385K	Sell	8,612 -200	-2%	-$9.21K	0.1%	105
2020 Q1	$390K	Buy	8,812 +642	+8%	+$34.7K	0.13%	114
2019 Q4	$452K	Hold	8,170	–	–	0.14%	94
2019 Q3	$445K	Buy	8,170 +1,000	+14%	+$53.5K	0.15%	88
2019 Q2	$365K	Hold	7,170	–	–	0.13%	92
2019 Q1	$336K	Buy	7,170 +6,740	+1,567%	+$315K	0.12%	104
2018 Q4	$20K	Sell	430 -7,027	-94%	-$336K	0.01%	153
2018 Q3	$344K	Buy	7,457 +287	+4%	+$13.1K	0.11%	114
2018 Q2	$314K	Sell	7,170 -350	-5%	-$15.1K	0.14%	100
2018 Q1	$327K	Buy	7,520 +2,632	+54%	+$118K	0.11%	103
2017 Q4	$224K	Buy	+4,888	New	+$225K	0.1%	113

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lucia Wealth Services's KO Position: Q3 2020 in Review

Lucia Wealth Services reduced its Coca-Cola (KO) stake by 2.3% in Q3 2020, selling an estimated $9.62K and leaving 8,412 shares worth $415K. The position accounts for 0.1% of the portfolio, ranked #103.

Lucia Wealth Services first reported a position in KO in Q4 2017 and has held it in 12 quarters since. The position peaked at $452K in Q4 2019. 2,299 funds tracked by Wall St. Rank hold KO as of Q3 2020.

Lucia Wealth Services held 8,412 shares of Coca-Cola worth $415K as of Q3 2020.
Lucia Wealth Services sold 200 Coca-Cola shares in Q3 2020, an estimated $9.62K.
Coca-Cola made up 0.1% of Lucia Wealth Services's portfolio in Q3 2020, its #103 holding.
Lucia Wealth Services first reported a position in Coca-Cola in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's Coca-Cola position peaked at $452K in Q4 2019.
2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.