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Walled Lake Planning & Wealth Management’s Coca-Cola KO Stock Holding History

Walled Lake Planning & 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 		– Sell
-46
Closed -$2K – 337
2020
Q3 		$2K Hold
46
– – ﹤0.01% 295
2020
Q2 		$2K Buy
+46
New +$2.12K ﹤0.01% 289

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Walled Lake Planning & Wealth Management's KO Position: Q4 2020 in Review

Walled Lake Planning & Wealth Management sold out of Coca-Cola (KO) in Q4 2020, closing a stake of 46 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in KO in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2020. 2,476 funds tracked by Wall St. Rank hold KO as of Q4 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Coca-Cola position as of Q4 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 46 Coca-Cola shares in Q4 2020, an estimated $2K.
  • Walled Lake Planning & Wealth Management first reported a position in Coca-Cola in Q2 2020 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Coca-Cola position peaked at $2K in Q3 2020.
  • 2,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2020, filed 19 Feb 2021.