Fiduciary Financial Services of The Southwest’s Coca-Cola KO Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019 Q4	$1.59M	Sell	28,653 -2,118	-7%	-$114K	0.41%	65
2019 Q3	$1.68M	Sell	30,771 -200	-0.6%	-$10.7K	0.45%	60
2019 Q2	$1.58M	Sell	30,971 -117	-0.4%	-$5.73K	0.45%	61
2019 Q1	$1.46M	Buy	31,088 +744	+2%	+$34.8K	0.42%	64
2018 Q4	$1.44M	Hold	30,344	–	–	0.45%	59
2018 Q3	$1.4M	Hold	30,344	–	–	0.39%	66
2018 Q2	$1.33M	Sell	30,344 -336	-1%	-$14.5K	0.4%	68
2018 Q1	$1.33M	Sell	30,680 -2,776	-8%	-$125K	0.41%	69
2017 Q4	$1.53M	Sell	33,456 -1,475	-4%	-$67.8K	0.45%	68
2017 Q3	$1.57M	Sell	34,931 -1,065	-3%	-$48.4K	0.47%	68
2017 Q2	$1.61M	Buy	35,996 +2,241	+7%	+$99K	0.5%	67
2017 Q1	$1.43M	Sell	33,755 -1,706	-5%	-$71.2K	0.46%	68
2016 Q4	$1.47M	Sell	35,461 -370	-1%	-$15.4K	0.48%	62
2016 Q3	$1.52M	Buy	35,831 +60	+0.2%	+$2.63K	0.49%	64
2016 Q2	$1.62M	Sell	35,771 -100	-0.3%	-$4.52K	0.52%	59
2016 Q1	$1.66M	Buy	35,871 +360	+1%	+$15.7K	0.59%	54
2015 Q4	$1.53M	Sell	35,511 -300	-0.8%	-$12.7K	0.54%	55
2015 Q3	$1.44M	Sell	35,811 -175	-0.5%	-$7.01K	0.5%	59
2015 Q2	$1.41M	Sell	35,986 -650	-2%	-$26.4K	0.44%	71
2015 Q1	$1.49M	Sell	36,636 -1,100	-3%	-$46K	0.44%	69
2014 Q4	$1.59M	Sell	37,736 -690	-2%	-$29.5K	0.46%	68
2014 Q3	$1.64M	Sell	38,426 -604	-2%	-$25K	0.46%	70
2014 Q2	$1.65M	Sell	39,030 -1,510	-4%	-$61.3K	0.46%	71
2014 Q1	$1.57M	Sell	40,540 -600	-1%	-$23.2K	0.47%	71
2013 Q4	$1.7M	Sell	41,140 -1,260	-3%	-$49.7K	0.53%	62
2013 Q3	$1.61M	Sell	42,400 -646	-2%	-$25.5K	0.53%	65
2013 Q2	$1.73M	Buy	+43,046	New	+$1.78M	0.58%	59

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's KO Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Coca-Cola (KO) stake by 6.9% in Q4 2019, selling an estimated $114K and leaving 28,653 shares worth $1.59M. The position accounts for 0.41% of the portfolio, ranked #65.

Fiduciary Financial Services of The Southwest first reported a position in KO in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.73M in Q2 2013. 2,300 funds tracked by Wall St. Rank hold KO as of Q4 2019.

Fiduciary Financial Services of The Southwest held 28,653 shares of Coca-Cola worth $1.59M as of Q4 2019.
Fiduciary Financial Services of The Southwest sold 2,118 Coca-Cola shares in Q4 2019, an estimated $114K.
Coca-Cola made up 0.41% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #65 holding.
Fiduciary Financial Services of The Southwest first reported a position in Coca-Cola in Q2 2013 and has held it in 27 quarters since.
Fiduciary Financial Services of The Southwest's Coca-Cola position peaked at $1.73M in Q2 2013.
2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.