PSG
KO icon

Planning Solutions Group’s Coca-Cola KO Stock Holding History

Planning Solutions Group’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 		$727K Sell
14,283
-34
-0.2% -$1.67K 0.37% 52
2019
Q1 		$671K Buy
14,317
+4,648
+48% +$217K 0.36% 58
2018
Q4 		$458K Buy
+9,669
New +$463K 0.28% 72

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

Planning Solutions Group's KO Position: Q2 2019 in Review

Planning Solutions Group reduced its Coca-Cola (KO) stake by 0.24% in Q2 2019, selling an estimated $1.67K and leaving 14,283 shares worth $727K. The position accounts for 0.37% of the portfolio, ranked #52.

Planning Solutions Group first reported a position in KO in Q4 2018 and has held it in 3 quarters since. 2,098 funds tracked by Wall St. Rank hold KO as of Q2 2019.

  • Planning Solutions Group held 14,283 shares of Coca-Cola worth $727K as of Q2 2019.
  • Planning Solutions Group sold 34 Coca-Cola shares in Q2 2019, an estimated $1.67K.
  • Coca-Cola made up 0.37% of Planning Solutions Group's portfolio in Q2 2019, its #52 holding.
  • Planning Solutions Group first reported a position in Coca-Cola in Q4 2018 and has held it in 3 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.