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MYCIO Wealth Partners’s Coca-Cola KO Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-16,565
Closed -$917K – 234
2019
Q4 		$917K Buy
16,565
+1,960
+13% +$105K 0.06% 139
2019
Q3 		$795K Buy
14,605
+2,685
+23% +$144K 0.06% 136
2019
Q2 		$607K Sell
11,920
-4,173
-26% -$205K 0.05% 150
2019
Q1 		$754K Buy
16,093
+45
+0.3% +$2.1K 0.06% 128
2018
Q4 		$760K Buy
16,048
+406
+3% +$19.4K 0.07% 123
2018
Q3 		$723K Sell
15,642
-296
-2% -$13.5K 0.07% 123
2018
Q2 		$699K Sell
15,938
-917
-5% -$39.6K 0.07% 120
2018
Q1 		$732K Buy
16,855
+611
+4% +$27.4K 0.08% 96
2017
Q4 		$746K Buy
16,244
+8
+0% +$368 0.08% 102
2017
Q3 		$730K Sell
16,236
-790
-5% -$35.9K 0.08% 106
2017
Q2 		$764K Sell
17,026
-2,177
-11% -$96.2K 0.09% 100
2017
Q1 		$815K Buy
19,203
+7,352
+62% +$307K 0.1% 99
2016
Q4 		$491K Buy
11,851
+1,899
+19% +$79K 0.07% 122
2016
Q3 		$421K Buy
9,952
+2,001
+25% +$87.7K 0.07% 109
2016
Q2 		$360K Sell
7,951
-1,400
-15% -$63.3K 0.06% 117
2016
Q1 		$434K Buy
9,351
+80
+0.9% +$3.48K 0.08% 108
2015
Q4 		$398K Sell
9,271
-26
-0.3% -$1.1K 0.07% 102
2015
Q3 		$373K Buy
9,297
+106
+1% +$4.25K 0.08% 96
2015
Q2 		$361K Sell
9,191
-354
-4% -$14.4K 0.07% 102
2015
Q1 		$387K Buy
9,545
+580
+6% +$24.3K 0.08% 94
2014
Q4 		$379K Buy
8,965
+3,279
+58% +$140K 0.08% 96
2014
Q3 		$243K Buy
5,686
+1,001
+21% +$41.4K 0.06% 117
2014
Q2 		$198K Sell
4,685
-2,628
-36% -$107K 0.04% 133
2014
Q1 		$283K Sell
7,313
-3,728
-34% -$144K 0.07% 112
2013
Q4 		$456K Buy
11,041
+7
+0.1% +$276 0.11% 83
2013
Q3 		$418K Sell
11,034
-466
-4% -$18.4K 0.11% 83
2013
Q2 		$461K Buy
+11,500
New +$476K 0.13% 75

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYCIO Wealth Partners's KO Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 16,565 shares — an estimated $917K sold.

MYCIO Wealth Partners first reported a position in KO in Q2 2013 and held it in 27 quarters. The position peaked at $917K in Q4 2019. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 16,565 Coca-Cola shares in Q1 2020, an estimated $917K.
  • MYCIO Wealth Partners first reported a position in Coca-Cola in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Coca-Cola position peaked at $917K in Q4 2019.
  • 2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.