Cox Capital Management’s Coca-Cola KO Stock Holding History

Cox 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	-1,390	Closed	-$77K	–	145
2020 Q1	$77K	Buy	+1,390	New	+$75.1K	0.07%	90

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

Cox Capital Management's KO Position: Q2 2020 in Review

Cox Capital Management sold out of Coca-Cola (KO) in Q2 2020, closing a stake of 1,390 shares — an estimated $77K sold.

Cox Capital Management first reported a position in KO in Q1 2020 and held it in 1 quarter. The position peaked at $77K in Q1 2020. 2,264 funds tracked by Wall St. Rank hold KO as of Q2 2020.

Cox Capital Management reported no remaining Coca-Cola position as of Q2 2020 after selling out during the quarter.
Cox Capital Management sold 1,390 Coca-Cola shares in Q2 2020, an estimated $77K.
Cox Capital Management first reported a position in Coca-Cola in Q1 2020 and held it in 1 quarter.
Cox Capital Management's Coca-Cola position peaked at $77K in Q1 2020.
2,264 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.