Wealth & Pension Services Group’s Coca-Cola KO Stock Holding History

Wealth & Pension Services Group’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 Q3	$433K	Buy	7,947 +161	+2%	+$8.62K	0.31%	81
2019 Q2	$396K	Sell	7,786 -55	-0.7%	-$2.7K	0.29%	80
2019 Q1	$367K	Buy	7,841 +297	+4%	+$13.9K	0.29%	82
2018 Q4	$357K	Sell	7,544 -66	-0.9%	-$3.16K	0.32%	73
2018 Q3	$352K	Buy	+7,610	New	+$348K	0.35%	60

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth & Pension Services Group's KO Position: Q3 2019 in Review

Wealth & Pension Services Group increased its Coca-Cola (KO) stake by 2.1% in Q3 2019, buying an estimated $8.62K and bringing the position to 7,947 shares worth $433K. The position accounts for 0.31% of the portfolio, ranked #81.

Wealth & Pension Services Group first reported a position in KO in Q3 2018 and has held it in 5 quarters since. 2,120 funds tracked by Wall St. Rank hold KO as of Q3 2019.

Wealth & Pension Services Group held 7,947 shares of Coca-Cola worth $433K as of Q3 2019.
Wealth & Pension Services Group bought 161 Coca-Cola shares in Q3 2019, an estimated $8.62K.
Coca-Cola made up 0.31% of Wealth & Pension Services Group's portfolio in Q3 2019, its #81 holding.
Wealth & Pension Services Group first reported a position in Coca-Cola in Q3 2018 and has held it in 5 quarters since.
2,120 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.