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

Torch 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
2019 Q4	$234K	Buy	4,244 +65	+2%	+$3.5K	0.13%	102
2019 Q3	$227K	Buy	4,179 +9	+0.2%	+$482	0.13%	99
2019 Q2	$212K	Buy	+4,170	New	+$204K	0.13%	101
2014 Q4	–	Sell	-53,650	Closed	-$2.29M	–	99
2014 Q3	$2.29M	Buy	53,650 +7,772	+17%	+$321K	1.68%	17
2014 Q2	$1.94M	Buy	45,878 +407	+0.9%	+$16.5K	1.32%	26
2014 Q1	$1.76M	Buy	45,471 +2,349	+5%	+$90.7K	1.27%	26
2013 Q4	$1.78M	Buy	+43,122	New	+$1.7M	1.36%	25

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Torch Wealth Management's KO Position: Q4 2019 in Review

Torch Wealth Management increased its Coca-Cola (KO) stake by 1.6% in Q4 2019, buying an estimated $3.5K and bringing the position to 4,244 shares worth $234K. The position accounts for 0.13% of the portfolio, ranked #102.

Torch Wealth Management first reported a position in KO in Q4 2013 and has held it in 7 quarters since. The position peaked at $2.29M in Q3 2014. 2,300 funds tracked by Wall St. Rank hold KO as of Q4 2019.

Torch Wealth Management held 4,244 shares of Coca-Cola worth $234K as of Q4 2019.
Torch Wealth Management bought 65 Coca-Cola shares in Q4 2019, an estimated $3.5K.
Coca-Cola made up 0.13% of Torch Wealth Management's portfolio in Q4 2019, its #102 holding.
Torch Wealth Management first reported a position in Coca-Cola in Q4 2013 and has held it in 7 quarters since.
Torch Wealth Management's Coca-Cola position peaked at $2.29M in Q3 2014.
2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.