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

Personal 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
2022 Q2	–	Sell	-3,756	Closed	-$233K	–	39
2022 Q1	$233K	Hold	3,756	–	–	0.1%	71
2021 Q4	$222K	Buy	+3,756	New	+$209K	0.09%	72
2021 Q3	–	Sell	-3,756	Closed	-$203K	–	246
2021 Q2	$203K	Buy	+3,756	New	+$204K	0.08%	81
2020 Q1	–	Sell	-3,663	Closed	-$203K	–	345
2019 Q4	$203K	Hold	3,663	–	–	0.09%	68
2019 Q3	$199K	Buy	3,663 +76	+2%	+$4.07K	0.09%	67
2019 Q2	$183K	Buy	+3,587	New	+$176K	0.09%	62

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Personal Wealth Partners's KO Position: Q2 2022 in Review

Personal Wealth Partners sold out of Coca-Cola (KO) in Q2 2022, closing a stake of 3,756 shares — an estimated $233K sold.

Personal Wealth Partners first reported a position in KO in Q2 2019 and held it in 6 quarters. The position peaked at $233K in Q1 2022. 2,773 funds tracked by Wall St. Rank hold KO as of Q2 2022.

Personal Wealth Partners reported no remaining Coca-Cola position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 3,756 Coca-Cola shares in Q2 2022, an estimated $233K.
Personal Wealth Partners first reported a position in Coca-Cola in Q2 2019 and held it in 6 quarters.
Personal Wealth Partners's Coca-Cola position peaked at $233K in Q1 2022.
2,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.