Portfolio Solutions’s Coca-Cola KO Stock Holding History

Portfolio Solutions’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 Q3	–	Sell	-6,650	Closed	-$377K	–	45
2021 Q2	$377K	Sell	6,650 -1,092	-14%	-$59.4K	0.04%	33
2021 Q1	$408K	Buy	7,742 +278	+4%	+$14K	0.05%	27
2020 Q4	$409K	Sell	7,464 -1,909	-20%	-$98.7K	0.05%	25
2020 Q3	$463K	Hold	9,373	–	–	0.06%	38
2020 Q2	$419K	Hold	9,373	–	–	0.06%	36
2020 Q1	$415K	Buy	9,373 +544	+6%	+$29.4K	0.07%	34
2019 Q4	$489K	Buy	8,829 +1,365	+18%	+$73.4K	0.07%	32
2019 Q3	$406K	Sell	7,464 -100	-1%	-$5.36K	0.06%	25
2019 Q2	$385K	Buy	+7,564	New	+$371K	0.05%	24
2018 Q2	–	Sell	-1,406	Closed	-$61K	–	114
2018 Q1	$61K	Buy	1,406 +862	+158%	+$38.7K	0.01%	71
2017 Q4	$25K	Hold	544	–	–	﹤0.01%	88
2017 Q3	$24K	Sell	544 -2,000	-79%	-$91K	﹤0.01%	88
2017 Q2	$114K	Hold	2,544	–	–	0.02%	48
2017 Q1	$108K	Buy	+2,544	New	+$106K	0.02%	44

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

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

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

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

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

Portfolio Solutions's KO Position: Q3 2021 in Review

Portfolio Solutions sold out of Coca-Cola (KO) in Q3 2021, closing a stake of 6,650 shares — an estimated $377K sold.

Portfolio Solutions first reported a position in KO in Q1 2017 and held it in 14 quarters. The position peaked at $489K in Q4 2019. 2,480 funds tracked by Wall St. Rank hold KO as of Q3 2021.

Portfolio Solutions reported no remaining Coca-Cola position as of Q3 2021 after selling out during the quarter.
Portfolio Solutions sold 6,650 Coca-Cola shares in Q3 2021, an estimated $377K.
Portfolio Solutions first reported a position in Coca-Cola in Q1 2017 and held it in 14 quarters.
Portfolio Solutions's Coca-Cola position peaked at $489K in Q4 2019.
2,480 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Portfolio Solutions's 13F filing for Q3 2021, filed 15 Nov 2021.