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Sowa Financial Group’s Coca-Cola KO Stock Holding History

Sowa Financial Group’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
Q1 		– Sell
-2,092
Closed -$115K – 154
2020
Q4 		$115K Hold
2,092
– – 0.08% 83
2020
Q3 		$103K Sell
2,092
-100
-5% -$4.81K 0.07% 83
2020
Q2 		$98K Hold
2,192
– – 0.07% 80
2020
Q1 		$97K Hold
2,192
– – 0.09% 75
2019
Q4 		$121K Buy
+2,192
New +$118K 0.1% 76

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

Sowa Financial Group's KO Position: Q1 2021 in Review

Sowa Financial Group sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 2,092 shares — an estimated $115K sold.

Sowa Financial Group first reported a position in KO in Q4 2019 and held it in 5 quarters. The position peaked at $121K in Q4 2019. 2,486 funds tracked by Wall St. Rank hold KO as of Q1 2021.

  • Sowa Financial Group reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 2,092 Coca-Cola shares in Q1 2021, an estimated $115K.
  • Sowa Financial Group first reported a position in Coca-Cola in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Coca-Cola position peaked at $121K in Q4 2019.
  • 2,486 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.