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Private Wealth Advisors (Pennsylvania)’s Coca-Cola KO Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$1.74M Sell
31,709
-763
-2% -$39.5K 0.99% 25
2020
Q3 		$1.6M Sell
32,472
-579
-2% -$27.8K 1.03% 24
2020
Q2 		$1.48M Buy
33,051
+500
+2% +$23K 1.01% 23
2020
Q1 		$1.48M Buy
32,551
+48
+0.1% +$2.59K 1.13% 23
2019
Q4 		$1.85M Sell
32,503
-4,735
-13% -$255K 0.99% 32
2019
Q3 		$2.03M Sell
37,238
-18,160
-33% -$972K 1.03% 31
2019
Q2 		$2.82M Buy
55,398
+10
+0% +$490 1% 33
2019
Q1 		$2.6M Buy
55,388
+281
+0.5% +$13.1K 0.97% 35
2018
Q4 		$2.61M Sell
55,107
-151
-0.3% -$7.23K 1.13% 31
2018
Q3 		$2.55M Sell
55,258
-1,001
-2% -$45.7K 0.94% 35
2018
Q2 		$2.47M Buy
56,259
+1,323
+2% +$57.1K 0.98% 32
2018
Q1 		$2.39M Sell
54,936
-2,702
-5% -$121K 0.96% 34
2017
Q4 		$2.64M Sell
57,638
-52
-0.1% -$2.39K 1.02% 32
2017
Q3 		$2.6M Sell
57,690
-282
-0.5% -$12.8K 1.07% 31
2017
Q2 		$2.6M Sell
57,972
-1,243
-2% -$54.9K 1.11% 28
2017
Q1 		$2.51M Sell
59,215
-2,531
-4% -$106K 1.13% 26
2016
Q4 		$2.56M Sell
61,746
-4,072
-6% -$169K 1.19% 24
2016
Q3 		$2.79M Buy
65,818
+7,567
+13% +$332K 1.32% 23
2016
Q2 		$2.64M Sell
58,251
-94
-0.2% -$4.25K 1.3% 24
2016
Q1 		$2.71M Sell
58,345
-881
-1% -$38.3K 1.44% 21
2015
Q4 		$2.54M Sell
59,226
-3,836
-6% -$163K 1.43% 23
2015
Q3 		$2.53M Buy
63,062
+3
+0% +$120 1.27% 23
2015
Q2 		$2.47M Sell
63,059
-1,159
-2% -$47.1K 1.12% 28
2015
Q1 		$2.6M Sell
64,218
-3,056
-5% -$128K 1.22% 28
2014
Q4 		$2.84M Sell
67,274
-782
-1% -$33.4K 1.37% 22
2014
Q3 		$2.9M Sell
68,056
-880
-1% -$36.4K 1.53% 18
2014
Q2 		$2.92M Sell
68,936
-1,805
-3% -$73.2K 1.5% 15
2014
Q1 		$2.73M Sell
70,741
-665
-0.9% -$25.7K 1.49% 17
2013
Q4 		$2.95M Sell
71,406
-175
-0.2% -$6.9K 1.61% 15
2013
Q3 		$2.71M Buy
71,581
+1,315
+2% +$52K 1.6% 15
2013
Q2 		$2.82M Buy
+70,266
New +$2.91M 1.75% 14

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

Private Wealth Advisors (Pennsylvania)'s KO Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Coca-Cola (KO) stake by 2.3% in Q4 2020, selling an estimated $39.5K and leaving 31,709 shares worth $1.74M. The position accounts for 0.99% of the portfolio, ranked #25.

Private Wealth Advisors (Pennsylvania) first reported a position in KO in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.95M in Q4 2013. 2,475 funds tracked by Wall St. Rank hold KO as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 31,709 shares of Coca-Cola worth $1.74M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 763 Coca-Cola shares in Q4 2020, an estimated $39.5K.
  • Coca-Cola made up 0.99% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #25 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Coca-Cola in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Coca-Cola position peaked at $2.95M in Q4 2013.
  • 2,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.