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

Pinnacle 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
2021 Q2	$10.2M	Buy	+188,494	New	+$10.3M	0.41%	78

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Advisors's KO Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Coca-Cola (KO) in Q2 2021: 188,494 shares worth $10.2M. The stake represents 0.41% of the portfolio and ranks #78 among its holdings.

2,500 funds tracked by Wall St. Rank hold KO as of Q2 2021.

Pinnacle Wealth Advisors held 188,494 shares of Coca-Cola worth $10.2M as of Q2 2021.
Coca-Cola was a new Pinnacle Wealth Advisors position in Q2 2021.
Coca-Cola made up 0.41% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #78 holding.
2,500 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.