CFC
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Coyle Financial Counsel’s Coca-Cola KO Stock Holding History

Coyle Financial Counsel’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
2018
Q3 		– Sell
-2,657
Closed -$117K – 178
2018
Q2 		$117K Buy
+2,657
New +$115K 0.11% 56

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coyle Financial Counsel's KO Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Coca-Cola (KO) in Q3 2018, closing a stake of 2,657 shares — an estimated $117K sold.

Coyle Financial Counsel first reported a position in KO in Q2 2018 and held it in 1 quarter. The position peaked at $117K in Q2 2018. 1,940 funds tracked by Wall St. Rank hold KO as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Coca-Cola position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 2,657 Coca-Cola shares in Q3 2018, an estimated $117K.
  • Coyle Financial Counsel first reported a position in Coca-Cola in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's Coca-Cola position peaked at $117K in Q2 2018.
  • 1,940 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.