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Professional Planning’s Coca-Cola KO Stock Holding History

Professional Planning’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 		$326K Sell
6,227
-343
-5% -$19.1K 0.16% 97
2021
Q2 		$355K Buy
6,570
+909
+16% +$49.5K 0.16% 92
2021
Q1 		$298K Sell
5,661
-4,644
-45% -$234K 0.15% 92
2020
Q4 		$565K Buy
+10,305
New +$533K 0.23% 74
2020
Q3 		– Sell
-7,329
Closed -$327K – 68
2020
Q2 		$327K Buy
+7,329
New +$338K 0.17% 83

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Professional Planning's KO Position: Q3 2021 in Review

Professional Planning reduced its Coca-Cola (KO) stake by 5.2% in Q3 2021, selling an estimated $19.1K and leaving 6,227 shares worth $326K. The position accounts for 0.16% of the portfolio, ranked #97.

Professional Planning first reported a position in KO in Q2 2020 and has held it in 5 quarters since. The position peaked at $565K in Q4 2020. 2,480 funds tracked by Wall St. Rank hold KO as of Q3 2021.

  • Professional Planning held 6,227 shares of Coca-Cola worth $326K as of Q3 2021.
  • Professional Planning sold 343 Coca-Cola shares in Q3 2021, an estimated $19.1K.
  • Coca-Cola made up 0.16% of Professional Planning's portfolio in Q3 2021, its #97 holding.
  • Professional Planning first reported a position in Coca-Cola in Q2 2020 and has held it in 5 quarters since.
  • Professional Planning's Coca-Cola position peaked at $565K in Q4 2020.
  • 2,480 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.