Northwest Wealth Management’s Coca-Cola KO Stock Holding History

Northwest 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
2019 Q2	–	Sell	-2,730	Closed	-$128K	–	315
2019 Q1	$128K	Sell	2,730 -100	-4%	-$4.68K	0.1%	136
2018 Q4	$134K	Buy	2,830 +19	+0.7%	+$909	0.11%	121
2018 Q3	$130K	Sell	2,811 -110	-4%	-$5.03K	0.1%	130
2018 Q2	$128K	Sell	2,921 -239	-8%	-$10.3K	0.1%	130
2018 Q1	$138K	Buy	+3,160	New	+$142K	0.1%	128

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwest Wealth Management's KO Position: Q2 2019 in Review

Northwest Wealth Management sold out of Coca-Cola (KO) in Q2 2019, closing a stake of 2,730 shares — an estimated $128K sold.

Northwest Wealth Management first reported a position in KO in Q1 2018 and held it in 5 quarters. The position peaked at $138K in Q1 2018. 2,098 funds tracked by Wall St. Rank hold KO as of Q2 2019.

Northwest Wealth Management reported no remaining Coca-Cola position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 2,730 Coca-Cola shares in Q2 2019, an estimated $128K.
Northwest Wealth Management first reported a position in Coca-Cola in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Coca-Cola position peaked at $138K in Q1 2018.
2,098 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.