RGT Wealth Advisors’s Coca-Cola KO Stock Holding History

RGT Wealth Advisors’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
2022 Q2	–	Sell	-16,907	Closed	-$1.05M	–	128
2022 Q1	$1.05M	Hold	16,907	–	–	0.17%	36
2021 Q4	$1M	Buy	+16,907	New	+$941K	0.15%	38
2021 Q1	–	Sell	-3,666	Closed	-$201K	–	64
2020 Q4	$201K	Buy	+3,666	New	+$190K	0.04%	67
2018 Q2	–	Sell	-105,267	Closed	-$4.57M	–	63
2018 Q1	$4.57M	Sell	105,267 -827	-0.8%	-$37.1K	2.2%	10
2017 Q4	$4.87M	Buy	106,094 +801	+0.8%	+$36.8K	2.61%	9
2017 Q3	$4.74M	Buy	105,293 +301	+0.3%	+$13.7K	3.15%	8
2017 Q2	$4.71M	Hold	104,992	–	–	3.22%	8
2017 Q1	$4.46M	Sell	104,992 -7,698	-7%	-$321K	3.02%	8
2016 Q4	$4.67M	Sell	112,690 -462	-0.4%	-$19.2K	2.63%	10
2016 Q3	$4.79M	Buy	+113,152	New	+$4.96M	2.96%	9

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RGT Wealth Advisors's KO Position: Q2 2022 in Review

RGT Wealth Advisors sold out of Coca-Cola (KO) in Q2 2022, closing a stake of 16,907 shares — an estimated $1.05M sold.

RGT Wealth Advisors first reported a position in KO in Q3 2016 and held it in 10 quarters. The position peaked at $4.87M in Q4 2017. 2,774 funds tracked by Wall St. Rank hold KO as of Q2 2022.

RGT Wealth Advisors reported no remaining Coca-Cola position as of Q2 2022 after selling out during the quarter.
RGT Wealth Advisors sold 16,907 Coca-Cola shares in Q2 2022, an estimated $1.05M.
RGT Wealth Advisors first reported a position in Coca-Cola in Q3 2016 and held it in 10 quarters.
RGT Wealth Advisors's Coca-Cola position peaked at $4.87M in Q4 2017.
2,774 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on RGT Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.