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Sterling Financial Planning’s Coca-Cola KO Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-246
Closed -$13K – 256
2021
Q3 		$13K Buy
246
+2
+0.8% +$111 0.01% 295
2021
Q2 		$13K Buy
244
+2
+0.8% +$109 0.01% 281
2021
Q1 		$13K Hold
242
– – 0.01% 254
2020
Q4 		$13K Buy
+242
New +$12.5K 0.01% 242

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sterling Financial Planning's KO Position: Q4 2021 in Review

Sterling Financial Planning sold out of Coca-Cola (KO) in Q4 2021, closing a stake of 246 shares — an estimated $13K sold.

Sterling Financial Planning first reported a position in KO in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q3 2021. 2,732 funds tracked by Wall St. Rank hold KO as of Q4 2021.

  • Sterling Financial Planning reported no remaining Coca-Cola position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 246 Coca-Cola shares in Q4 2021, an estimated $13K.
  • Sterling Financial Planning first reported a position in Coca-Cola in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Coca-Cola position peaked at $13K in Q3 2021.
  • 2,732 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.