ShoreHaven Wealth Partners’s Coca-Cola KO Stock Holding History

ShoreHaven 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 Q2	–	Sell	-741	Closed	-$39K	–	163
2021 Q1	$39K	Hold	741	–	–	0.02%	133
2020 Q4	$40K	Buy	+741	New	+$38.3K	0.02%	122

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ShoreHaven Wealth Partners's KO Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 741 shares — an estimated $39K sold.

ShoreHaven Wealth Partners first reported a position in KO in Q4 2020 and held it in 2 quarters. The position peaked at $40K in Q4 2020. 2,503 funds tracked by Wall St. Rank hold KO as of Q2 2021.

ShoreHaven Wealth Partners reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
ShoreHaven Wealth Partners sold 741 Coca-Cola shares in Q2 2021, an estimated $39K.
ShoreHaven Wealth Partners first reported a position in Coca-Cola in Q4 2020 and held it in 2 quarters.
ShoreHaven Wealth Partners's Coca-Cola position peaked at $40K in Q4 2020.
2,503 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.