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Wealthspire Advisors (Maryland)’s Coca-Cola KO Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$5.38M Sell
108,873
-2,019
-2% -$97.1K 0.19% 64
2020
Q2 		$4.96M Sell
110,892
-1,214
-1% -$55.9K 0.35% 45
2020
Q1 		$4.96M Sell
112,106
-4,226
-4% -$228K 0.43% 40
2019
Q4 		$6.44M Buy
116,332
+4,161
+4% +$224K 0.43% 39
2019
Q3 		$6.11M Sell
112,171
-906
-0.8% -$48.5K 0.45% 39
2019
Q2 		$5.76M Buy
113,077
+5,571
+5% +$273K 0.43% 42
2019
Q1 		$5.04M Buy
107,506
+1,928
+2% +$90.2K 0.38% 45
2018
Q4 		$5M Buy
105,578
+27,975
+36% +$1.34M 0.44% 40
2018
Q3 		$3.58M Sell
77,603
-256
-0.3% -$11.7K 0.3% 49
2018
Q2 		$3.42M Sell
77,859
-1,544
-2% -$66.7K 0.31% 52
2018
Q1 		$3.45M Buy
79,403
+4,221
+6% +$190K 0.32% 54
2017
Q4 		$3.45M Buy
75,182
+1,327
+2% +$61K 0.34% 54
2017
Q3 		$3.32M Sell
73,855
-5,438
-7% -$247K 0.36% 43
2017
Q2 		$3.56M Buy
79,293
+8,441
+12% +$373K 0.42% 38
2017
Q1 		$3.01M Buy
70,852
+6,350
+10% +$265K 0.43% 36
2016
Q4 		$2.67M Sell
64,502
-2,422
-4% -$101K 0.4% 40
2016
Q3 		$2.83M Sell
66,924
-3,095
-4% -$136K 0.44% 37
2016
Q2 		$3.17M Sell
70,019
-2,954
-4% -$133K 0.53% 33
2016
Q1 		$3.38M Sell
72,973
-2,035
-3% -$88.6K 0.6% 31
2015
Q4 		$3.22M Buy
+75,008
New +$3.18M 0.6% 32

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Coca-Cola (KO) stake by 1.8% in Q3 2020, selling an estimated $97.1K and leaving 108,873 shares worth $5.38M. The position accounts for 0.19% of the portfolio, ranked #64.

Wealthspire Advisors (Maryland) first reported a position in KO in Q4 2015 and has held it in 20 quarters since. The position peaked at $6.44M in Q4 2019. 2,300 funds tracked by Wall St. Rank hold KO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 108,873 shares of Coca-Cola worth $5.38M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 2,019 Coca-Cola shares in Q3 2020, an estimated $97.1K.
  • Coca-Cola made up 0.19% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #64 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Coca-Cola in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Coca-Cola position peaked at $6.44M in Q4 2019.
  • 2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.