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Sound View Wealth Advisors’s Coca-Cola KO Stock Holding History

Sound View 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
2019
Q1 		$8.11M Buy
173,052
+768
+0.4% +$35.9K 2.54% 3
2018
Q4 		$8.16M Buy
+172,284
New +$8.25M 2.96% 2

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound View Wealth Advisors's KO Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Coca-Cola (KO) stake by 0.45% in Q1 2019, buying an estimated $35.9K and bringing the position to 173,052 shares worth $8.11M. The position accounts for 2.54% of the portfolio, ranked #3.

Sound View Wealth Advisors first reported a position in KO in Q4 2018 and has held it in 2 quarters since. The position peaked at $8.16M in Q4 2018. 2,086 funds tracked by Wall St. Rank hold KO as of Q1 2019.

  • Sound View Wealth Advisors held 173,052 shares of Coca-Cola worth $8.11M as of Q1 2019.
  • Sound View Wealth Advisors bought 768 Coca-Cola shares in Q1 2019, an estimated $35.9K.
  • Coca-Cola made up 2.54% of Sound View Wealth Advisors's portfolio in Q1 2019, its #3 holding.
  • Sound View Wealth Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Coca-Cola position peaked at $8.16M in Q4 2018.
  • 2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.