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

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 $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

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

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