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

Urban 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 Q4	$765K	Buy	+13,950	New	+$721K	0.64%	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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Urban Wealth Management's KO Position: Q4 2020 in Review

Urban Wealth Management opened a new position in Coca-Cola (KO) in Q4 2020: 13,950 shares worth $765K. The stake represents 0.64% of the portfolio and ranks #40 among its holdings.

2,476 funds tracked by Wall St. Rank hold KO as of Q4 2020.

Urban Wealth Management held 13,950 shares of Coca-Cola worth $765K as of Q4 2020.
Coca-Cola was a new Urban Wealth Management position in Q4 2020.
Coca-Cola made up 0.64% of Urban Wealth Management's portfolio in Q4 2020, its #40 holding.
2,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.