Signature Wealth Management Partners’s Coca-Cola KO Stock Holding History

Signature Wealth Management 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
2022 Q1	–	Sell	-12,038	Closed	-$713K	–	118
2021 Q4	$713K	Buy	12,038 +6	+0%	+$334	0.6%	42
2021 Q3	$631K	Buy	12,032 +2	+0%	+$111	0.57%	46
2021 Q2	$651K	Buy	12,030 +12	+0.1%	+$653	0.59%	46
2021 Q1	$633K	Buy	12,018 +2,000	+20%	+$101K	0.61%	45
2020 Q4	$549K	Buy	+10,018	New	+$518K	0.55%	45

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Signature Wealth Management Partners's KO Position: Q1 2022 in Review

Signature Wealth Management Partners sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 12,038 shares — an estimated $713K sold.

Signature Wealth Management Partners first reported a position in KO in Q4 2020 and held it in 5 quarters. The position peaked at $713K in Q4 2021. 2,765 funds tracked by Wall St. Rank hold KO as of Q1 2022.

Signature Wealth Management Partners reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
Signature Wealth Management Partners sold 12,038 Coca-Cola shares in Q1 2022, an estimated $713K.
Signature Wealth Management Partners first reported a position in Coca-Cola in Q4 2020 and held it in 5 quarters.
Signature Wealth Management Partners's Coca-Cola position peaked at $713K in Q4 2021.
2,765 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Signature Wealth Management Partners's 13F filing for Q1 2022, filed 10 May 2022.