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Arlington Financial Advisors’s Coca-Cola KO Stock Holding History

Arlington Financial 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
-42,841
Closed -$2.37M – 56
2019
Q4 		$2.37M Sell
42,841
-702
-2% -$37.7K 1.32% 24
2019
Q3 		$2.37M Sell
43,543
-33
-0.1% -$1.77K 1.35% 25
2019
Q2 		$2.22M Buy
43,576
+109
+0.3% +$5.34K 1.27% 28
2019
Q1 		$2.05M Buy
43,467
+1,073
+3% +$50.2K 1.17% 29
2018
Q4 		$2.01M Buy
42,394
+2,263
+6% +$108K 0.85% 38
2018
Q3 		$1.99M Sell
40,131
-143
-0.4% -$6.53K 1.2% 27
2018
Q2 		$1.88M Buy
40,274
+5,536
+16% +$239K 1.09% 32
2018
Q1 		$1.53M Buy
34,738
+1,612
+5% +$72.4K 1% 31
2017
Q4 		$1.59M Buy
+33,126
New +$1.52M 0.75% 33

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arlington Financial Advisors's KO Position: Q1 2020 in Review

Arlington Financial Advisors sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 42,841 shares — an estimated $2.37M sold.

Arlington Financial Advisors first reported a position in KO in Q4 2017 and held it in 9 quarters. The position peaked at $2.37M in Q4 2019. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

  • Arlington Financial Advisors reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
  • Arlington Financial Advisors sold 42,841 Coca-Cola shares in Q1 2020, an estimated $2.37M.
  • Arlington Financial Advisors first reported a position in Coca-Cola in Q4 2017 and held it in 9 quarters.
  • Arlington Financial Advisors's Coca-Cola position peaked at $2.37M in Q4 2019.
  • 2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on Arlington Financial Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.