Goodman Financial’s Coca-Cola KO Stock Holding History

Goodman Financial’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 Q1	–	Sell	-3,117	Closed	-$143K	–	98
2017 Q4	$143K	Buy	+3,117	New	+$143K	0.06%	57

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Goodman Financial's KO Position: Q1 2018 in Review

Goodman Financial sold out of Coca-Cola (KO) in Q1 2018, closing a stake of 3,117 shares — an estimated $143K sold.

Goodman Financial first reported a position in KO in Q4 2017 and held it in 1 quarter. The position peaked at $143K in Q4 2017. 1,937 funds tracked by Wall St. Rank hold KO as of Q1 2018.

Goodman Financial reported no remaining Coca-Cola position as of Q1 2018 after selling out during the quarter.
Goodman Financial sold 3,117 Coca-Cola shares in Q1 2018, an estimated $143K.
Goodman Financial first reported a position in Coca-Cola in Q4 2017 and held it in 1 quarter.
Goodman Financial's Coca-Cola position peaked at $143K in Q4 2017.
1,937 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2018.

Based on Goodman Financial's 13F filing for Q1 2018, filed 7 May 2018.