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Regal Wealth Group’s Coca-Cola KO Stock Holding History

Regal Wealth Group’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
Q2 		– Sell
-112
Closed -$6K – 159
2021
Q1 		$6K Hold
112
– – ﹤0.01% 199
2020
Q4 		$6K Hold
112
– – ﹤0.01% 171
2020
Q3 		$6K Hold
112
– – ﹤0.01% 162
2020
Q2 		$5K Hold
112
– – ﹤0.01% 165
2020
Q1 		$5K Buy
+112
New +$6.05K ﹤0.01% 145

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Wealth Group's KO Position: Q2 2021 in Review

Regal Wealth Group sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 112 shares — an estimated $6K sold.

Regal Wealth Group first reported a position in KO in Q1 2020 and held it in 5 quarters. The position peaked at $6K in Q1 2021. 2,501 funds tracked by Wall St. Rank hold KO as of Q2 2021.

  • Regal Wealth Group reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 112 Coca-Cola shares in Q2 2021, an estimated $6K.
  • Regal Wealth Group first reported a position in Coca-Cola in Q1 2020 and held it in 5 quarters.
  • Regal Wealth Group's Coca-Cola position peaked at $6K in Q1 2021.
  • 2,501 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.