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Strategic Wealth Management Group’s Coca-Cola KO Stock Holding History

Strategic Wealth Management 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
Q2 		$442K Sell
8,167
-2,829
-26% -$154K 0.16% 73
2021
Q1 		$580K Buy
10,996
+374
+4% +$18.8K 0.22% 62
2020
Q4 		$583K Buy
10,622
+2,996
+39% +$155K 0.25% 57
2020
Q3 		$376K Buy
+7,626
New +$367K 0.18% 71

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Management Group's KO Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Coca-Cola (KO) stake by 26% in Q2 2021, selling an estimated $154K and leaving 8,167 shares worth $442K. The position accounts for 0.16% of the portfolio, ranked #73.

Strategic Wealth Management Group first reported a position in KO in Q3 2020 and has held it in 4 quarters since. The position peaked at $583K in Q4 2020. 2,500 funds tracked by Wall St. Rank hold KO as of Q2 2021.

  • Strategic Wealth Management Group held 8,167 shares of Coca-Cola worth $442K as of Q2 2021.
  • Strategic Wealth Management Group sold 2,829 Coca-Cola shares in Q2 2021, an estimated $154K.
  • Coca-Cola made up 0.16% of Strategic Wealth Management Group's portfolio in Q2 2021, its #73 holding.
  • Strategic Wealth Management Group first reported a position in Coca-Cola in Q3 2020 and has held it in 4 quarters since.
  • Strategic Wealth Management Group's Coca-Cola position peaked at $583K in Q4 2020.
  • 2,500 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.