Wealthcare Capital Management’s Coca-Cola KO Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-851	Closed	-$45K	–	384
2021 Q1	$45K	Buy	+851	New	+$42.8K	﹤0.01%	147
2020 Q2	–	Sell	-226	Closed	-$10K	–	151
2020 Q1	$10K	Sell	226 -73	-24%	-$3.94K	﹤0.01%	151
2019 Q4	$17K	Buy	+299	New	+$16.1K	﹤0.01%	156
2016 Q2	–	Sell	-700	Closed	-$32K	–	212
2016 Q1	$32K	Hold	700	–	–	﹤0.01%	92
2015 Q4	$30K	Hold	700	–	–	﹤0.01%	100
2015 Q3	$28K	Hold	700	–	–	﹤0.01%	115
2015 Q2	$27K	Buy	700 +313	+81%	+$12.7K	﹤0.01%	138
2015 Q1	$16K	Buy	+387	New	+$16.2K	﹤0.01%	438
2014 Q2	–	Sell	-18	Closed	-$1K	–	169
2014 Q1	$1K	Hold	18	–	–	﹤0.01%	159
2013 Q4	$1K	Buy	18 +1	+6%	+$39	﹤0.01%	117
2013 Q3	$1K	Hold	17	–	–	﹤0.01%	119
2013 Q2	$1K	Buy	+17	New	+$704	﹤0.01%	125

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthcare Capital Management's KO Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 851 shares — an estimated $45K sold.

Wealthcare Capital Management first reported a position in KO in Q2 2013 and held it in 12 quarters. The position peaked at $45K in Q1 2021. 2,503 funds tracked by Wall St. Rank hold KO as of Q2 2021.

Wealthcare Capital Management reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 851 Coca-Cola shares in Q2 2021, an estimated $45K.
Wealthcare Capital Management first reported a position in Coca-Cola in Q2 2013 and held it in 12 quarters.
Wealthcare Capital Management's Coca-Cola position peaked at $45K in Q1 2021.
2,503 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.