PPWP
KO icon

Proquility Private Wealth Partners’s Coca-Cola KO Stock Holding History

Proquility Private Wealth Partners’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
Q1 		– Sell
-17,004
Closed -$932K – 93
2020
Q4 		$932K Buy
+17,004
New +$879K 0.43% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Proquility Private Wealth Partners's KO Position: Q1 2021 in Review

Proquility Private Wealth Partners sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 17,004 shares — an estimated $932K sold.

Proquility Private Wealth Partners first reported a position in KO in Q4 2020 and held it in 1 quarter. The position peaked at $932K in Q4 2020. 2,486 funds tracked by Wall St. Rank hold KO as of Q1 2021.

  • Proquility Private Wealth Partners reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
  • Proquility Private Wealth Partners sold 17,004 Coca-Cola shares in Q1 2021, an estimated $932K.
  • Proquility Private Wealth Partners first reported a position in Coca-Cola in Q4 2020 and held it in 1 quarter.
  • Proquility Private Wealth Partners's Coca-Cola position peaked at $932K in Q4 2020.
  • 2,486 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2021, filed 8 Jun 2021.