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Accurate Investment Solutions’s Coca-Cola KO Stock Holding History

Accurate Investment Solutions’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
-79,755
Closed -$3.53M – 200
2020
Q1 		$3.53M Sell
79,755
-6,377
-7% -$344K 2.86% 9
2019
Q4 		$4.77M Sell
86,132
-535
-0.6% -$28.8K 3.11% 11
2019
Q3 		$4.72M Sell
86,667
-592
-0.7% -$31.7K 3.45% 10
2019
Q2 		$4.44M Buy
87,259
+1,965
+2% +$96.3K 3.38% 11
2019
Q1 		$4M Buy
85,294
+121
+0.1% +$5.66K 3.14% 12
2018
Q4 		$4.03M Sell
85,173
-486
-0.6% -$23.3K 3.65% 9
2018
Q3 		$3.96M Buy
85,659
+1,173
+1% +$53.6K 2.74% 16
2018
Q2 		$3.71M Buy
84,486
+1,847
+2% +$79.8K 2.72% 17
2018
Q1 		$3.59M Buy
82,639
+447
+0.5% +$20.1K 2.71% 16
2017
Q4 		$3.77M Sell
82,192
-1,219
-1% -$56K 2.77% 12
2017
Q3 		$3.75M Buy
83,411
+958
+1% +$43.6K 2.83% 13
2017
Q2 		$3.7M Buy
82,453
+1,797
+2% +$79.4K 3.04% 8
2017
Q1 		$3.42M Buy
80,656
+5,229
+7% +$218K 2.77% 19
2016
Q4 		$3.13M Buy
75,427
+7,130
+10% +$297K 2.79% 19
2016
Q3 		$2.89M Buy
68,297
+3,166
+5% +$139K 2.64% 20
2016
Q2 		$2.95M Buy
65,131
+5,522
+9% +$250K 3.17% 13
2016
Q1 		$2.77M Buy
59,609
+11,624
+24% +$506K 2.64% 14
2015
Q4 		$2.06M Buy
+47,985
New +$2.04M 1.88% 24

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Investment Solutions's KO Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Coca-Cola (KO) in Q2 2020, closing a stake of 79,755 shares — an estimated $3.53M sold.

Accurate Investment Solutions first reported a position in KO in Q4 2015 and held it in 18 quarters. The position peaked at $4.77M in Q4 2019. 2,263 funds tracked by Wall St. Rank hold KO as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Coca-Cola position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 79,755 Coca-Cola shares in Q2 2020, an estimated $3.53M.
  • Accurate Investment Solutions first reported a position in Coca-Cola in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's Coca-Cola position peaked at $4.77M in Q4 2019.
  • 2,263 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.