PW
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Price Wealth’s Coca-Cola KO Stock Holding History

Price Wealth’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
Q3 		$25K Hold
500
– – 0.01% 171
2020
Q2 		$22K Hold
500
– – 0.01% 118
2020
Q1 		$22K Hold
500
– – 0.01% 123
2019
Q4 		$28K Buy
+500
New +$26.9K 0.01% 125
2018
Q3 		– Sell
-1,421
Closed -$62K – 310
2018
Q2 		$62K Buy
1,421
+861
+154% +$37.2K 0.02% 103
2018
Q1 		$24K Sell
560
-560
-50% -$25.2K 0.01% 101
2017
Q4 		$51K Buy
+1,120
New +$51.5K 0.03% 57

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Price Wealth's KO Position: Q3 2020 in Review

Price Wealth held its Coca-Cola (KO) position steady in Q3 2020 at 500 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #171.

Price Wealth first reported a position in KO in Q4 2017 and has held it in 7 quarters since. The position peaked at $62K in Q2 2018. 2,299 funds tracked by Wall St. Rank hold KO as of Q3 2020.

  • Price Wealth held 500 shares of Coca-Cola worth $25K as of Q3 2020.
  • Price Wealth left its Coca-Cola share count unchanged in Q3 2020.
  • Coca-Cola made up 0.01% of Price Wealth's portfolio in Q3 2020, its #171 holding.
  • Price Wealth first reported a position in Coca-Cola in Q4 2017 and has held it in 7 quarters since.
  • Price Wealth's Coca-Cola position peaked at $62K in Q2 2018.
  • 2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.