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OptiFour Integrated Wealth Management’s Coca-Cola KO Stock Holding History

OptiFour Integrated 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
Q4 		$575K Hold
10,384
– – 0.4% 32
2019
Q3 		$565K Hold
10,384
– – 0.4% 35
2019
Q2 		$529K Buy
+10,384
New +$509K 0.37% 39

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OptiFour Integrated Wealth Management's KO Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Coca-Cola (KO) position steady in Q4 2019 at 10,384 shares worth $575K. The position accounts for 0.4% of the portfolio, ranked #32.

OptiFour Integrated Wealth Management first reported a position in KO in Q2 2019 and has held it in 3 quarters since. 2,300 funds tracked by Wall St. Rank hold KO as of Q4 2019.

  • OptiFour Integrated Wealth Management held 10,384 shares of Coca-Cola worth $575K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Coca-Cola share count unchanged in Q4 2019.
  • Coca-Cola made up 0.4% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #32 holding.
  • OptiFour Integrated Wealth Management first reported a position in Coca-Cola in Q2 2019 and has held it in 3 quarters since.
  • 2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.