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Sensible Financial Planning & Management’s Coca-Cola KO Stock Holding History

Sensible Financial Planning & Management’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
Q1 		– Sell
-4,072
Closed -$225K – 37
2019
Q4 		$225K Buy
+4,072
New +$219K 0.09% 38

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

Sensible Financial Planning & Management's KO Position: Q1 2020 in Review

Sensible Financial Planning & Management sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 4,072 shares — an estimated $225K sold.

Sensible Financial Planning & Management first reported a position in KO in Q4 2019 and held it in 1 quarter. The position peaked at $225K in Q4 2019. 2,239 funds tracked by Wall St. Rank hold KO as of Q1 2020.

  • Sensible Financial Planning & Management reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 4,072 Coca-Cola shares in Q1 2020, an estimated $225K.
  • Sensible Financial Planning & Management first reported a position in Coca-Cola in Q4 2019 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Coca-Cola position peaked at $225K in Q4 2019.
  • 2,239 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2020, filed 7 May 2020.