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Smart Portfolios LLC’s Coca-Cola KO Stock Holding History

Smart Portfolios LLC’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
2019
Q2 		– Sell
-12,352
Closed -$579K – 130
2019
Q1 		$579K Buy
12,352
+11,516
+1,378% +$539K 0.49% 23
2018
Q4 		$40K Sell
836
-28
-3% -$1.34K 0.03% 94
2018
Q3 		$40K Buy
864
+28
+3% +$1.28K 0.02% 91
2018
Q2 		$37K Hold
836
– – 0.02% 92
2018
Q1 		$36K Buy
+836
New +$37.6K 0.02% 87

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smart Portfolios LLC's KO Position: Q2 2019 in Review

Smart Portfolios LLC sold out of Coca-Cola (KO) in Q2 2019, closing a stake of 12,352 shares — an estimated $579K sold.

Smart Portfolios LLC first reported a position in KO in Q1 2018 and held it in 5 quarters. The position peaked at $579K in Q1 2019. 2,098 funds tracked by Wall St. Rank hold KO as of Q2 2019.

  • Smart Portfolios LLC reported no remaining Coca-Cola position as of Q2 2019 after selling out during the quarter.
  • Smart Portfolios LLC sold 12,352 Coca-Cola shares in Q2 2019, an estimated $579K.
  • Smart Portfolios LLC first reported a position in Coca-Cola in Q1 2018 and held it in 5 quarters.
  • Smart Portfolios LLC's Coca-Cola position peaked at $579K in Q1 2019.
  • 2,098 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2019.

Based on Smart Portfolios LLC's 13F filing for Q2 2019, filed 15 Aug 2019.