Gruss & Co’s Coca-Cola KO Stock Holding History

Gruss & Co’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	-6,000	Closed	-$332K	–	30
2019 Q4	$332K	Hold	6,000	–	–	0.41%	28
2019 Q3	$327K	Hold	6,000	–	–	0.4%	26
2019 Q2	$306K	Hold	6,000	–	–	0.33%	37
2019 Q1	$281K	Hold	6,000	–	–	0.29%	33
2018 Q4	$284K	Hold	6,000	–	–	0.37%	31
2018 Q3	$277K	Hold	6,000	–	–	0.27%	28
2018 Q2	$263K	Hold	6,000	–	–	0.27%	34
2018 Q1	$261K	Hold	6,000	–	–	0.26%	33
2017 Q4	$275K	Hold	6,000	–	–	0.27%	28
2017 Q3	$270K	Hold	6,000	–	–	0.3%	30
2017 Q2	$269K	Hold	6,000	–	–	0.3%	33
2017 Q1	$255K	Buy	+6,000	New	+$250K	0.26%	35

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

Gruss & Co's KO Position: Q1 2020 in Review

Gruss & Co sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 6,000 shares — an estimated $332K sold.

Gruss & Co first reported a position in KO in Q1 2017 and held it in 12 quarters. The position peaked at $332K in Q4 2019. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

Gruss & Co reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
Gruss & Co sold 6,000 Coca-Cola shares in Q1 2020, an estimated $332K.
Gruss & Co first reported a position in Coca-Cola in Q1 2017 and held it in 12 quarters.
Gruss & Co's Coca-Cola position peaked at $332K in Q4 2019.
2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on Gruss & Co's 13F filing for Q1 2020, filed 11 May 2020.