Wheatland Advisors’s Coca-Cola KO Stock Holding History

Wheatland 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
2020 Q1	–	Sell	-6,100	Closed	-$338K	–	64
2019 Q4	$338K	Sell	6,100 -11,250	-65%	-$605K	0.43%	71
2019 Q3	$945K	Sell	17,350 -6,000	-26%	-$321K	0.86%	42
2019 Q2	$1.19M	Sell	23,350 -500	-2%	-$24.5K	0.9%	40
2019 Q1	$1.12M	Sell	23,850 -1,500	-6%	-$70.2K	0.85%	40
2018 Q4	$1.2M	Hold	25,350	–	–	1.05%	33
2018 Q3	$1.17M	Hold	25,350	–	–	0.88%	39
2018 Q2	$1.11M	Hold	25,350	–	–	0.9%	38
2018 Q1	$1.1M	Hold	25,350	–	–	0.91%	36
2017 Q4	$1.16M	Hold	25,350	–	–	0.94%	37
2017 Q3	$1.14M	Hold	25,350	–	–	0.98%	36
2017 Q2	$1.14M	Hold	25,350	–	–	1.02%	38
2017 Q1	$1.08M	Sell	25,350 -300	-1%	-$12.5K	0.96%	39
2016 Q4	$1.06M	Sell	25,650 -300	-1%	-$12.5K	0.94%	38
2016 Q3	$1.1M	Hold	25,950	–	–	1.03%	35
2016 Q2	$1.18M	Sell	25,950 -400	-2%	-$18.1K	1.13%	33
2016 Q1	$1.22M	Sell	26,350 -50	-0.2%	-$2.18K	1.25%	29
2015 Q4	$1.13M	Hold	26,400	–	–	1.16%	35
2015 Q3	$1.06M	Hold	26,400	–	–	1.15%	35
2015 Q2	$1.04M	Hold	26,400	–	–	1%	37
2015 Q1	$1.07M	Hold	26,400	–	–	1.07%	35
2014 Q4	$1.11M	Hold	26,400	–	–	1.09%	36
2014 Q3	$1.13M	Hold	26,400	–	–	1.13%	35
2014 Q2	$1.12M	Sell	26,400 -550	-2%	-$22.3K	1.02%	43
2014 Q1	$1.04M	Buy	26,950 +600	+2%	+$23.2K	1.06%	39
2013 Q4	$1.09M	Buy	+26,350	New	+$1.04M	1.14%	36

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

Wheatland Advisors's KO Position: Q1 2020 in Review

Wheatland Advisors sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 6,100 shares — an estimated $338K sold.

Wheatland Advisors first reported a position in KO in Q4 2013 and held it in 25 quarters. The position peaked at $1.22M in Q1 2016. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

Wheatland Advisors reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 6,100 Coca-Cola shares in Q1 2020, an estimated $338K.
Wheatland Advisors first reported a position in Coca-Cola in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's Coca-Cola position peaked at $1.22M in Q1 2016.
2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.