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Wealthstreet Investment Advisors’s Coca-Cola KO Stock Holding History

Wealthstreet Investment Advisors’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
-161,746
Closed -$8.53M – 222
2021
Q1 		$8.53M Sell
161,746
-100
-0.1% -$5.03K 0.83% 29
2020
Q4 		$8.88M Hold
161,846
– – 0.9% 25
2020
Q3 		$7.99M Sell
161,846
-1,500
-0.9% -$72.1K 0.89% 27
2020
Q2 		$7.3M Buy
163,346
+324
+0.2% +$14.9K 0.89% 29
2020
Q1 		$7.21M Buy
163,022
+383
+0.2% +$20.7K 1.07% 24
2019
Q4 		$9M Sell
162,639
-1,600
-1% -$86K 1.05% 24
2019
Q3 		$8.77M Sell
164,239
-454
-0.3% -$24.3K 1.12% 23
2019
Q2 		$8.39M Buy
164,693
+754
+0.5% +$37K 1.08% 22
2019
Q1 		$7.68M Sell
163,939
-3,713
-2% -$174K 1.01% 23
2018
Q4 		$7.91M Buy
167,652
+450
+0.3% +$21.5K 1.11% 20
2018
Q3 		$7.72M Hold
167,202
– – 0.95% 24
2018
Q2 		$7.33M Sell
167,202
-400
-0.2% -$17.3K 0.97% 24
2018
Q1 		$7.28M Buy
167,602
+2,290
+1% +$103K 0.91% 24
2017
Q4 		$7.58M Buy
+165,312
New +$7.6M 0.92% 26

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's KO Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 161,746 shares — an estimated $8.53M sold.

Wealthstreet Investment Advisors first reported a position in KO in Q4 2017 and held it in 14 quarters. The position peaked at $9M in Q4 2019. 2,502 funds tracked by Wall St. Rank hold KO as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 161,746 Coca-Cola shares in Q2 2021, an estimated $8.53M.
  • Wealthstreet Investment Advisors first reported a position in Coca-Cola in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Coca-Cola position peaked at $9M in Q4 2019.
  • 2,502 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.