Darrell & King’s Coca-Cola KO Stock Holding History

Darrell & King’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 Q3	–	Sell	-17,425	Closed	-$779K	–	41
2020 Q2	$779K	Hold	17,425	–	–	0.14%	26
2020 Q1	$771K	Buy	+17,425	New	+$941K	0.18%	23
2019 Q3	$949K	Hold	17,425	–	–	0.2%	24
2019 Q2	$887K	Hold	17,425	–	–	0.18%	24
2019 Q1	$817K	Hold	17,425	–	–	0.14%	25
2018 Q4	$825K	Hold	17,425	–	–	0.15%	26
2018 Q3	$805K	Sell	17,425 -700	-4%	-$32K	0.11%	28
2018 Q2	$795K	Buy	18,125 +100	+0.6%	+$4.32K	0.11%	29
2018 Q1	$783K	Sell	18,025 -6,700	-27%	-$301K	0.11%	28
2017 Q4	$1.13M	Hold	24,725	–	–	0.16%	25
2017 Q3	$1.11M	Hold	24,725	–	–	0.16%	25
2017 Q2	$1.11M	Buy	24,725 +3,600	+17%	+$159K	0.17%	25
2017 Q1	$897K	Sell	21,125 -950	-4%	-$39.6K	0.15%	25
2016 Q4	$915K	Hold	22,075	–	–	0.15%	27
2016 Q3	$934K	Sell	22,075 -67	-0.3%	-$2.94K	0.16%	26
2016 Q2	$1M	Sell	22,142 -1,639	-7%	-$74.1K	0.19%	24
2016 Q1	$1.1M	Sell	23,781 -2,369	-9%	-$103K	0.21%	25
2015 Q4	$1.12M	Buy	+26,150	New	+$1.11M	0.19%	27

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Darrell & King's KO Position: Q3 2020 in Review

Darrell & King sold out of Coca-Cola (KO) in Q3 2020, closing a stake of 17,425 shares — an estimated $779K sold.

Darrell & King first reported a position in KO in Q4 2015 and held it in 18 quarters. The position peaked at $1.13M in Q4 2017. 2,300 funds tracked by Wall St. Rank hold KO as of Q3 2020.

Darrell & King reported no remaining Coca-Cola position as of Q3 2020 after selling out during the quarter.
Darrell & King sold 17,425 Coca-Cola shares in Q3 2020, an estimated $779K.
Darrell & King first reported a position in Coca-Cola in Q4 2015 and held it in 18 quarters.
Darrell & King's Coca-Cola position peaked at $1.13M in Q4 2017.
2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Darrell & King's 13F filing for Q3 2020, filed 16 Nov 2020.