Alesco Advisors’s Coca-Cola KO Stock Holding History

Alesco 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	-12,895	Closed	-$714K	–	138
2019 Q4	$714K	Buy	+12,895	New	+$693K	0.04%	100

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

Alesco Advisors's KO Position: Q1 2020 in Review

Alesco Advisors sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 12,895 shares — an estimated $714K sold.

Alesco Advisors first reported a position in KO in Q4 2019 and held it in 1 quarter. The position peaked at $714K in Q4 2019. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

Alesco Advisors reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
Alesco Advisors sold 12,895 Coca-Cola shares in Q1 2020, an estimated $714K.
Alesco Advisors first reported a position in Coca-Cola in Q4 2019 and held it in 1 quarter.
Alesco Advisors's Coca-Cola position peaked at $714K in Q4 2019.
2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on Alesco Advisors's 13F filing for Q1 2020, filed 15 May 2020.