FundX Investment Group’s Coca-Cola KO Stock Holding History

FundX Investment Group’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 Q1	–	Sell	-22,600	Closed	-$1.25M	–	58
2019 Q4	$1.25M	Hold	22,600	–	–	0.34%	33
2019 Q3	$1.23M	Hold	22,600	–	–	0.44%	22
2019 Q2	$1.15M	Hold	22,600	–	–	0.48%	23
2019 Q1	$1.06M	Hold	22,600	–	–	0.36%	30
2018 Q4	$1.07M	Hold	22,600	–	–	0.4%	30
2018 Q3	$1.04M	Hold	22,600	–	–	0.58%	20
2018 Q2	$991K	Hold	22,600	–	–	0.49%	21
2018 Q1	$982K	Hold	22,600	–	–	0.52%	17
2017 Q4	$1.04M	Hold	22,600	–	–	0.52%	23
2017 Q3	$1.02M	Hold	22,600	–	–	0.43%	16
2017 Q2	$1.01M	Hold	22,600	–	–	0.41%	20
2017 Q1	$959K	Hold	22,600	–	–	0.4%	29
2016 Q4	$937K	Hold	22,600	–	–	0.33%	26
2016 Q3	$956K	Buy	+22,600	New	+$990K	0.24%	30

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

FundX Investment Group's KO Position: Q1 2020 in Review

FundX Investment Group sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 22,600 shares — an estimated $1.25M sold.

FundX Investment Group first reported a position in KO in Q3 2016 and held it in 14 quarters. The position peaked at $1.25M in Q4 2019. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

FundX Investment Group reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
FundX Investment Group sold 22,600 Coca-Cola shares in Q1 2020, an estimated $1.25M.
FundX Investment Group first reported a position in Coca-Cola in Q3 2016 and held it in 14 quarters.
FundX Investment Group's Coca-Cola position peaked at $1.25M in Q4 2019.
2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.