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JOYN Advisors’s Coca-Cola KO Stock Holding History

JOYN 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
2020
Q1 		$684K Buy
15,460
+4,796
+45% +$259K 0.23% 35
2019
Q4 		$590K Sell
10,664
-250
-2% -$13.4K 0.13% 44
2019
Q3 		$594K Sell
10,914
-6,926
-39% -$371K 0.13% 43
2019
Q2 		$921K Buy
17,840
+7,922
+80% +$388K 0.21% 35
2019
Q1 		$465K Sell
9,918
-8,209
-45% -$384K 0.11% 49
2018
Q4 		$858K Buy
18,127
+21
+0.1% +$1K 0.19% 35
2018
Q3 		$836K Sell
18,106
-347
-2% -$15.9K 0.16% 35
2018
Q2 		$809K Buy
18,453
+17,532
+1,904% +$757K 0.17% 36
2018
Q1 		$40K Sell
921
-7,075
-88% -$318K 0.01% 512
2017
Q4 		$367K Buy
+7,996
New +$368K 0.08% 111

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JOYN Advisors's KO Position: Q1 2020 in Review

JOYN Advisors increased its Coca-Cola (KO) stake by 45% in Q1 2020, buying an estimated $259K and bringing the position to 15,460 shares worth $684K. The position accounts for 0.23% of the portfolio, ranked #35.

JOYN Advisors first reported a position in KO in Q4 2017 and has held it in 10 quarters since. The position peaked at $921K in Q2 2019. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

  • JOYN Advisors held 15,460 shares of Coca-Cola worth $684K as of Q1 2020.
  • JOYN Advisors bought 4,796 Coca-Cola shares in Q1 2020, an estimated $259K.
  • Coca-Cola made up 0.23% of JOYN Advisors's portfolio in Q1 2020, its #35 holding.
  • JOYN Advisors first reported a position in Coca-Cola in Q4 2017 and has held it in 10 quarters since.
  • JOYN Advisors's Coca-Cola position peaked at $921K in Q2 2019.
  • 2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.