Point View Wealth Management’s Coca-Cola KO Stock Holding History

Point View 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
2020 Q4	$464K	Buy	8,454 +1,398	+20%	+$72.3K	0.19%	162
2020 Q3	$348K	Buy	7,056 +231	+3%	+$11.1K	0.16%	172
2020 Q2	$305K	Buy	6,825 +331	+5%	+$15.2K	0.15%	187
2020 Q1	$287K	Buy	6,494 +163	+3%	+$8.8K	0.16%	184
2019 Q4	$350K	Sell	6,331 -1,837	-22%	-$98.8K	0.15%	191
2019 Q3	$445K	Buy	8,168 +57	+0.7%	+$3.05K	0.2%	154
2019 Q2	$413K	Buy	8,111 +80	+1%	+$3.92K	0.18%	161
2019 Q1	$376K	Hold	8,031	–	–	0.17%	169
2018 Q4	$380K	Hold	8,031	–	–	0.19%	155
2018 Q3	$371K	Buy	8,031 +224	+3%	+$10.2K	0.17%	171
2018 Q2	$342K	Buy	7,807 +309	+4%	+$13.3K	0.16%	178
2018 Q1	$326K	Buy	7,498 +199	+3%	+$8.94K	0.16%	177
2017 Q4	$335K	Buy	7,299 +100	+1%	+$4.6K	0.16%	170
2017 Q3	$325K	Hold	7,199	–	–	0.16%	175
2017 Q2	$323K	Sell	7,199 -96	-1%	-$4.24K	0.16%	175
2017 Q1	$310K	Sell	7,295 -4	-0.1%	-$167	0.16%	172
2016 Q4	$303K	Hold	7,299	–	–	0.17%	166
2016 Q3	$309K	Sell	7,299 -49	-0.7%	-$2.15K	0.18%	164
2016 Q2	$333K	Buy	7,348 +449	+7%	+$20.3K	0.2%	153
2016 Q1	$320K	Sell	6,899 -182	-3%	-$7.92K	0.21%	152
2015 Q4	$304K	Buy	+7,081	New	+$301K	0.22%	143

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

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

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

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

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

Point View Wealth Management's KO Position: Q4 2020 in Review

Point View Wealth Management increased its Coca-Cola (KO) stake by 20% in Q4 2020, buying an estimated $72.3K and bringing the position to 8,454 shares worth $464K. The position accounts for 0.19% of the portfolio, ranked #162.

Point View Wealth Management first reported a position in KO in Q4 2015 and has held it in 21 quarters since. 2,476 funds tracked by Wall St. Rank hold KO as of Q4 2020.

Point View Wealth Management held 8,454 shares of Coca-Cola worth $464K as of Q4 2020.
Point View Wealth Management bought 1,398 Coca-Cola shares in Q4 2020, an estimated $72.3K.
Coca-Cola made up 0.19% of Point View Wealth Management's portfolio in Q4 2020, its #162 holding.
Point View Wealth Management first reported a position in Coca-Cola in Q4 2015 and has held it in 21 quarters since.
2,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.