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Masso Torrence Wealth Management’s Coca-Cola KO Stock Holding History

Masso Torrence 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
Q1 		– Sell
-770
Closed -$46K – 228
2021
Q4 		$46K Buy
+770
New +$42.9K 0.03% 155

Other funds holding KO

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Masso Torrence Wealth Management's KO Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 770 shares — an estimated $46K sold.

Masso Torrence Wealth Management first reported a position in KO in Q4 2021 and held it in 1 quarter. The position peaked at $46K in Q4 2021. 2,765 funds tracked by Wall St. Rank hold KO as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 770 Coca-Cola shares in Q1 2022, an estimated $46K.
  • Masso Torrence Wealth Management first reported a position in Coca-Cola in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Coca-Cola position peaked at $46K in Q4 2021.
  • 2,765 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.