New England Professional Planning Group’s Coca-Cola KO Stock Holding History

New England Professional Planning Group’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	–	Sell	-9,450	Closed	-$451K	–	41
2020 Q2	$451K	Hold	9,450	–	–	0.35%	19
2020 Q1	$427K	Hold	9,450	–	–	0.4%	19
2019 Q4	$523K	Buy	+9,450	New	+$508K	0.41%	22
2018 Q3	$506K	Hold	10,930	–	–	0.58%	20
2018 Q2	$479K	Sell	10,930 -3,533	-24%	-$153K	0.62%	18
2018 Q1	$625K	Hold	14,463	–	–	0.83%	11
2017 Q4	$667K	Buy	+14,463	New	+$665K	0.81%	12
2016 Q2	$657K	Hold	14,663	–	–	0.74%	16
2016 Q1	$687K	Hold	14,663	–	–	0.69%	16
2015 Q4	$630K	Hold	14,663	–	–	0.7%	18
2015 Q3	$608K	Sell	14,663 -550	-4%	-$22K	0.69%	17
2015 Q2	$597K	Buy	15,213 +111	+0.7%	+$4.51K	0.78%	14
2015 Q1	$619K	Buy	15,102 +439	+3%	+$18.4K	0.83%	13
2014 Q4	$617K	Buy	+14,663	New	+$626K	0.91%	13

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

New England Professional Planning Group's KO Position: Q3 2020 in Review

New England Professional Planning Group sold out of Coca-Cola (KO) in Q3 2020, closing a stake of 9,450 shares — an estimated $451K sold.

New England Professional Planning Group first reported a position in KO in Q4 2014 and held it in 14 quarters. The position peaked at $687K in Q1 2016. 2,299 funds tracked by Wall St. Rank hold KO as of Q3 2020.

New England Professional Planning Group reported no remaining Coca-Cola position as of Q3 2020 after selling out during the quarter.
New England Professional Planning Group sold 9,450 Coca-Cola shares in Q3 2020, an estimated $451K.
New England Professional Planning Group first reported a position in Coca-Cola in Q4 2014 and held it in 14 quarters.
New England Professional Planning Group's Coca-Cola position peaked at $687K in Q1 2016.
2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on New England Professional Planning Group's 13F filing for Q3 2020, filed 12 Nov 2020.