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Summit Wealth & Retirement Planning’s Coca-Cola KO Stock Holding History

Summit Wealth & Retirement 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
2019
Q4 		– Sell
-4,570
Closed -$249K – 126
2019
Q3 		$249K Sell
4,570
-2,000
-30% -$107K 0.15% 108
2019
Q2 		$335K Hold
6,570
– – 0.2% 102
2019
Q1 		$308K Hold
6,570
– – 0.18% 107
2018
Q4 		$311K Buy
+6,570
New +$314K 0.24% 84

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
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
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

Summit Wealth & Retirement Planning's KO Position: Q4 2019 in Review

Summit Wealth & Retirement Planning sold out of Coca-Cola (KO) in Q4 2019, closing a stake of 4,570 shares — an estimated $249K sold.

Summit Wealth & Retirement Planning first reported a position in KO in Q4 2018 and held it in 4 quarters. The position peaked at $335K in Q2 2019. 2,299 funds tracked by Wall St. Rank hold KO as of Q4 2019.

  • Summit Wealth & Retirement Planning reported no remaining Coca-Cola position as of Q4 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 4,570 Coca-Cola shares in Q4 2019, an estimated $249K.
  • Summit Wealth & Retirement Planning first reported a position in Coca-Cola in Q4 2018 and held it in 4 quarters.
  • Summit Wealth & Retirement Planning's Coca-Cola position peaked at $335K in Q2 2019.
  • 2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2019, filed 10 Feb 2020.