JDC-JSC’s Coca-Cola KO Stock Holding History

JDC-JSC’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 Q3	–	Sell	-10,800	Closed	-$483K	–	32
2020 Q2	$483K	Sell	10,800 -5,200	-33%	-$240K	0.79%	18
2020 Q1	$708K	Buy	+16,000	New	+$864K	3.08%	14

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

JDC-JSC's KO Position: Q3 2020 in Review

JDC-JSC sold out of Coca-Cola (KO) in Q3 2020, closing a stake of 10,800 shares — an estimated $483K sold.

JDC-JSC first reported a position in KO in Q1 2020 and held it in 2 quarters. The position peaked at $708K in Q1 2020. 2,300 funds tracked by Wall St. Rank hold KO as of Q3 2020.

JDC-JSC reported no remaining Coca-Cola position as of Q3 2020 after selling out during the quarter.
JDC-JSC sold 10,800 Coca-Cola shares in Q3 2020, an estimated $483K.
JDC-JSC first reported a position in Coca-Cola in Q1 2020 and held it in 2 quarters.
JDC-JSC's Coca-Cola position peaked at $708K in Q1 2020.
2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on JDC-JSC's 13F filing for Q3 2020, filed 3 Nov 2020.