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

Strategic Wealth Management’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	$2K	Hold	30	–	–	﹤0.01%	69
2021 Q3	$2K	Sell	30 -140	-82%	-$7.8K	﹤0.01%	67
2021 Q2	$9K	Hold	170	–	–	﹤0.01%	71
2021 Q1	$9K	Hold	170	–	–	0.01%	67
2020 Q4	$9K	Sell	170 -15	-8%	-$776	0.01%	64
2020 Q3	$9K	Sell	185 -7,835	-98%	-$377K	0.01%	64
2020 Q2	$358K	Hold	8,020	–	–	0.33%	45
2020 Q1	$355K	Buy	+8,020	New	+$433K	0.47%	22
2015 Q1	–	Sell	-14,726	Closed	-$622K	–	53
2014 Q4	$622K	Buy	+14,726	New	+$629K	0.61%	40

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Strategic Wealth Management's KO Position: Q4 2021 in Review

Strategic Wealth Management held its Coca-Cola (KO) position steady in Q4 2021 at 30 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #69.

Strategic Wealth Management first reported a position in KO in Q4 2014 and has held it in 9 quarters since. The position peaked at $622K in Q4 2014. 2,731 funds tracked by Wall St. Rank hold KO as of Q4 2021.

Strategic Wealth Management held 30 shares of Coca-Cola worth $2K as of Q4 2021.
Strategic Wealth Management left its Coca-Cola share count unchanged in Q4 2021.
Coca-Cola made up ﹤0.01% of Strategic Wealth Management's portfolio in Q4 2021, its #69 holding.
Strategic Wealth Management first reported a position in Coca-Cola in Q4 2014 and has held it in 9 quarters since.
Strategic Wealth Management's Coca-Cola position peaked at $622K in Q4 2014.
2,731 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.