20/20 Capital Management’s Coca-Cola KO Stock Holding History

20/20 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
2020 Q2	–	Sell	-7,142	Closed	-$319K	–	153
2020 Q1	$319K	Sell	7,142 -578	-7%	-$31.2K	0.14%	106
2019 Q4	$455K	Buy	+7,720	New	+$415K	0.18%	89

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

20/20 Capital Management's KO Position: Q2 2020 in Review

20/20 Capital Management sold out of Coca-Cola (KO) in Q2 2020, closing a stake of 7,142 shares — an estimated $319K sold.

20/20 Capital Management first reported a position in KO in Q4 2019 and held it in 2 quarters. The position peaked at $455K in Q4 2019. 2,264 funds tracked by Wall St. Rank hold KO as of Q2 2020.

20/20 Capital Management reported no remaining Coca-Cola position as of Q2 2020 after selling out during the quarter.
20/20 Capital Management sold 7,142 Coca-Cola shares in Q2 2020, an estimated $319K.
20/20 Capital Management first reported a position in Coca-Cola in Q4 2019 and held it in 2 quarters.
20/20 Capital Management's Coca-Cola position peaked at $455K in Q4 2019.
2,264 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2020.

Based on 20/20 Capital Management's 13F filing for Q2 2020, filed 10 Aug 2020.