OWA
KO icon

Outlook Wealth Advisors’s Coca-Cola KO Stock Holding History

Outlook Wealth Advisors’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
2024
Q2 		– Sell
-6,172
Closed -$378K – 273
2024
Q1 		$378K Buy
6,172
+848
+16% +$50.9K 0.12% 171
2023
Q4 		$314K Buy
5,324
+1,241
+30% +$70.5K 0.11% 166
2023
Q3 		$229K Buy
+4,083
New +$245K 0.09% 183
2020
Q1 		– Sell
-5,419
Closed -$300K – 173
2019
Q4 		$300K Sell
5,419
-5,335
-50% -$287K 0.17% 120
2019
Q3 		$585K Sell
10,754
-2,644
-20% -$142K 0.35% 62
2019
Q2 		$682K Buy
13,398
+2,157
+19% +$106K 0.45% 57
2019
Q1 		$527K Buy
11,241
+8,367
+291% +$391K 0.43% 63
2018
Q4 		$1.36M Buy
+2,874
New +$138K 0.62% 37

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Outlook Wealth Advisors's KO Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of Coca-Cola (KO) in Q2 2024, closing a stake of 6,172 shares — an estimated $378K sold.

Outlook Wealth Advisors first reported a position in KO in Q4 2018 and held it in 8 quarters. The position peaked at $1.36M in Q4 2018. 3,030 funds tracked by Wall St. Rank hold KO as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining Coca-Cola position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 6,172 Coca-Cola shares in Q2 2024, an estimated $378K.
  • Outlook Wealth Advisors first reported a position in Coca-Cola in Q4 2018 and held it in 8 quarters.
  • Outlook Wealth Advisors's Coca-Cola position peaked at $1.36M in Q4 2018.
  • 3,030 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.