Gideon Capital Advisors’s Coca-Cola KO Stock Holding History

Gideon Capital Advisors’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	–	Sell	-36,438	Closed	-$1.98M	–	333
2019 Q3	$1.98M	Buy	36,438 +12,099	+50%	+$648K	0.65%	41
2019 Q2	$1.24M	Buy	24,339 +12,985	+114%	+$636K	0.43%	81
2019 Q1	$532K	Sell	11,354 -13,515	-54%	-$632K	0.19%	156
2018 Q4	$1.18M	Buy	+24,869	New	+$1.19M	0.48%	55
2018 Q2	–	Sell	-8,229	Closed	-$357K	–	440
2018 Q1	$357K	Sell	8,229 -6,844	-45%	-$307K	0.22%	186
2017 Q4	$692K	Buy	+15,073	New	+$693K	0.61%	30
2016 Q4	–	Sell	-22,119	Closed	-$936K	–	439
2016 Q3	$936K	Sell	22,119 -3,742	-14%	-$164K	0.57%	59
2016 Q2	$1.17M	Buy	+25,861	New	+$1.17M	0.68%	49
2016 Q1	–	Sell	-36,646	Closed	-$1.57M	–	190
2015 Q4	$1.57M	Buy	+36,646	New	+$1.56M	1.14%	16
2015 Q3	–	Sell	-27,747	Closed	-$1.09M	–	280
2015 Q2	$1.09M	Buy	+27,747	New	+$1.13M	0.45%	82
2014 Q2	–	Sell	-16,890	Closed	-$653K	–	281
2014 Q1	$653K	Buy	+16,890	New	+$653K	0.36%	93

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Gideon Capital Advisors's KO Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Coca-Cola (KO) in Q4 2019, closing a stake of 36,438 shares — an estimated $1.98M sold.

Gideon Capital Advisors first reported a position in KO in Q1 2014 and held it in 11 quarters. The position peaked at $1.98M in Q3 2019. 2,300 funds tracked by Wall St. Rank hold KO as of Q4 2019.

Gideon Capital Advisors reported no remaining Coca-Cola position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 36,438 Coca-Cola shares in Q4 2019, an estimated $1.98M.
Gideon Capital Advisors first reported a position in Coca-Cola in Q1 2014 and held it in 11 quarters.
Gideon Capital Advisors's Coca-Cola position peaked at $1.98M in Q3 2019.
2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.