TW
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Transform Wealth’s Coca-Cola KO Stock Holding History

Transform Wealth’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
Q1 		– Sell
-16,400
Closed -$777K – 181
2018
Q4 		$777K Buy
16,400
+1,800
+12% +$86.2K 0.16% 120
2018
Q3 		$674K Sell
14,600
-6,500
-31% -$297K 0.12% 138
2018
Q2 		$925K Sell
21,100
-2,300
-10% -$99.3K 0.17% 137
2018
Q1 		$1.02M Sell
23,400
-1,800
-7% -$80.9K 0.19% 138
2017
Q4 		$1.16M Buy
+25,200
New +$1.16M 0.21% 140
2016
Q4 		– Sell
-5,968
Closed -$253K – 214
2016
Q3 		$253K Hold
5,968
– – 0.11% 180
2016
Q2 		$271K Buy
+5,968
New +$270K 0.11% 181

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's KO Position: Q1 2019 in Review

Transform Wealth sold out of Coca-Cola (KO) in Q1 2019, closing a stake of 16,400 shares — an estimated $777K sold.

Transform Wealth first reported a position in KO in Q2 2016 and held it in 7 quarters. The position peaked at $1.16M in Q4 2017. 2,086 funds tracked by Wall St. Rank hold KO as of Q1 2019.

  • Transform Wealth reported no remaining Coca-Cola position as of Q1 2019 after selling out during the quarter.
  • Transform Wealth sold 16,400 Coca-Cola shares in Q1 2019, an estimated $777K.
  • Transform Wealth first reported a position in Coca-Cola in Q2 2016 and held it in 7 quarters.
  • Transform Wealth's Coca-Cola position peaked at $1.16M in Q4 2017.
  • 2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.