MWC
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MKD Wealth Coaches’s Coca-Cola KO Stock Holding History

MKD Wealth Coaches’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
Q3 		– Sell
-2,308
Closed -$118K – 130
2019
Q2 		$118K Hold
2,308
– – 0.11% 60
2019
Q1 		$108K Hold
2,308
– – 0.11% 61
2018
Q4 		$109K Buy
+2,308
New +$110K 0.13% 64

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MKD Wealth Coaches's KO Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Coca-Cola (KO) in Q3 2019, closing a stake of 2,308 shares — an estimated $118K sold.

MKD Wealth Coaches first reported a position in KO in Q4 2018 and held it in 3 quarters. The position peaked at $118K in Q2 2019. 2,120 funds tracked by Wall St. Rank hold KO as of Q3 2019.

  • MKD Wealth Coaches reported no remaining Coca-Cola position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 2,308 Coca-Cola shares in Q3 2019, an estimated $118K.
  • MKD Wealth Coaches first reported a position in Coca-Cola in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's Coca-Cola position peaked at $118K in Q2 2019.
  • 2,120 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.