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PagnatoKarp Partners’s Coca-Cola KO Stock Holding History

PagnatoKarp Partners’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
Q3 		– Sell
-9,600
Closed -$100K – 196
2019
Q2 		$100K Sell
9,600
-1,500
-14% -$73.5K 0.02% 181
2019
Q1 		$113K Sell
11,100
-4,000
-26% -$187K 0.03% 172
2018
Q4 		$155K Sell
15,100
-17,900
-54% -$857K 0.03% 146
2018
Q3 		$333K Buy
+33,000
New +$1.51M 0.1% 116

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PagnatoKarp Partners's KO Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Coca-Cola (KO) in Q2 2020, closing a stake of 15,165 shares — an estimated $676K sold.

PagnatoKarp Partners first reported a position in KO in Q4 2016 and held it in 13 quarters. The position peaked at $713K in Q4 2019. 2,264 funds tracked by Wall St. Rank hold KO as of Q2 2020.

  • PagnatoKarp Partners reported no remaining Coca-Cola position as of Q2 2020 after selling out during the quarter.
  • PagnatoKarp Partners sold 15,165 Coca-Cola shares in Q2 2020, an estimated $676K.
  • PagnatoKarp Partners first reported a position in Coca-Cola in Q4 2016 and held it in 13 quarters.
  • PagnatoKarp Partners's Coca-Cola position peaked at $713K in Q4 2019.
  • 2,264 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.