Vontobel Swiss Wealth Advisors’s Coca-Cola KO Stock Holding History

Vontobel Swiss Wealth Advisors’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	-5,800	Closed	-$321K	–	92
2019 Q4	$321K	Hold	5,800	–	–	0.21%	80
2019 Q3	$316K	Hold	5,800	–	–	0.2%	83
2019 Q2	$295K	Buy	+5,800	New	+$284K	0.16%	102
2019 Q1	–	Sell	-4,985	Closed	-$236K	–	76
2018 Q4	$236K	Hold	4,985	–	–	0.18%	68
2018 Q3	$230K	Hold	4,985	–	–	0.13%	79
2018 Q2	$219K	Hold	4,985	–	–	0.12%	80
2018 Q1	$216K	Buy	4,985 +575	+13%	+$25.8K	0.11%	81
2017 Q4	$202K	Sell	4,410 -390	-8%	-$17.9K	0.12%	81
2017 Q3	$216K	Buy	+4,800	New	+$218K	0.13%	69
2016 Q2	–	Sell	-5,571	Closed	-$258K	–	80
2016 Q1	$258K	Buy	+5,571	New	+$242K	0.14%	61

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

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

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

Vontobel Swiss Wealth Advisors's KO Position: Q1 2020 in Review

Vontobel Swiss Wealth Advisors sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 5,800 shares — an estimated $321K sold.

Vontobel Swiss Wealth Advisors first reported a position in KO in Q1 2016 and held it in 10 quarters. The position peaked at $321K in Q4 2019. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

Vontobel Swiss Wealth Advisors reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 5,800 Coca-Cola shares in Q1 2020, an estimated $321K.
Vontobel Swiss Wealth Advisors first reported a position in Coca-Cola in Q1 2016 and held it in 10 quarters.
Vontobel Swiss Wealth Advisors's Coca-Cola position peaked at $321K in Q4 2019.
2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.