WealthStone’s Coca-Cola KO Stock Holding History

WealthStone’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 Q1	$766K	Buy	14,543 +1,338	+10%	+$67.3K	0.27%	60
2020 Q4	$724K	Buy	13,205 +154	+1%	+$7.96K	0.26%	58
2020 Q3	$644K	Buy	+13,051	New	+$628K	0.29%	54
2019 Q3	–	Sell	-37,127	Closed	-$1.89M	–	340
2019 Q2	$1.89M	Buy	+37,127	New	+$1.82M	0.85%	23

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

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

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

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

WealthStone's KO Position: Q1 2021 in Review

WealthStone increased its Coca-Cola (KO) stake by 10% in Q1 2021, buying an estimated $67.3K and bringing the position to 14,543 shares worth $766K. The position accounts for 0.27% of the portfolio, ranked #60.

WealthStone first reported a position in KO in Q2 2019 and has held it in 4 quarters since. The position peaked at $1.89M in Q2 2019. 2,485 funds tracked by Wall St. Rank hold KO as of Q1 2021.

WealthStone held 14,543 shares of Coca-Cola worth $766K as of Q1 2021.
WealthStone bought 1,338 Coca-Cola shares in Q1 2021, an estimated $67.3K.
Coca-Cola made up 0.27% of WealthStone's portfolio in Q1 2021, its #60 holding.
WealthStone first reported a position in Coca-Cola in Q2 2019 and has held it in 4 quarters since.
WealthStone's Coca-Cola position peaked at $1.89M in Q2 2019.
2,485 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.