Claraphi Advisory Network’s Coca-Cola KO Stock Holding History

Claraphi Advisory Network’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	-143	Closed	-$6K	–	782
2020 Q1	$6K	Buy	+143	New	+$7.72K	﹤0.01%	856
2018 Q4	–	Sell	-7,136	Closed	-$329K	–	244
2018 Q3	$329K	Sell	7,136 -994	-12%	-$45.4K	0.18%	149
2018 Q2	$356K	Sell	8,130 -762	-9%	-$32.9K	0.23%	126
2018 Q1	$386K	Buy	8,892 +2,403	+37%	+$108K	0.27%	105
2017 Q4	$298K	Buy	+6,489	New	+$298K	0.23%	134

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

Claraphi Advisory Network's KO Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Coca-Cola (KO) in Q2 2020, closing a stake of 143 shares — an estimated $6K sold.

Claraphi Advisory Network first reported a position in KO in Q4 2017 and held it in 5 quarters. The position peaked at $386K in Q1 2018. 2,263 funds tracked by Wall St. Rank hold KO as of Q2 2020.

Claraphi Advisory Network reported no remaining Coca-Cola position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 143 Coca-Cola shares in Q2 2020, an estimated $6K.
Claraphi Advisory Network first reported a position in Coca-Cola in Q4 2017 and held it in 5 quarters.
Claraphi Advisory Network's Coca-Cola position peaked at $386K in Q1 2018.
2,263 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.