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Traverso Chambers Private Wealth Management’s Coca-Cola KO Stock Holding History

Traverso Chambers Private 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
2020
Q1 		– Sell
-4,464
Closed -$247K – 108
2019
Q4 		$247K Sell
4,464
-230
-5% -$12.4K 0.11% 91
2019
Q3 		$256K Hold
4,694
– – 0.12% 87
2019
Q2 		$244K Hold
4,694
– – 0.12% 89
2019
Q1 		$220K Sell
4,694
-417
-8% -$19.5K 0.11% 91
2018
Q4 		$242K Buy
+5,111
New +$245K 0.13% 85

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

Traverso Chambers Private Wealth Management's KO Position: Q1 2020 in Review

Traverso Chambers Private Wealth Management sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 4,464 shares — an estimated $247K sold.

Traverso Chambers Private Wealth Management first reported a position in KO in Q4 2018 and held it in 5 quarters. The position peaked at $256K in Q3 2019. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

  • Traverso Chambers Private Wealth Management reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
  • Traverso Chambers Private Wealth Management sold 4,464 Coca-Cola shares in Q1 2020, an estimated $247K.
  • Traverso Chambers Private Wealth Management first reported a position in Coca-Cola in Q4 2018 and held it in 5 quarters.
  • Traverso Chambers Private Wealth Management's Coca-Cola position peaked at $256K in Q3 2019.
  • 2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.