Private Vista’s Coca-Cola KO Stock Holding History

Private Vista’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 Q2	–	Sell	-5,297	Closed	-$235K	–	141
2020 Q1	$235K	Sell	5,297 -184	-3%	-$9.94K	0.09%	120
2019 Q4	$301K	Buy	5,481 +336	+7%	+$18.1K	0.08%	108
2019 Q3	$279K	Sell	5,145 -336	-6%	-$18K	0.07%	118
2019 Q2	$281K	Buy	5,481 +543	+11%	+$26.6K	0.07%	122
2019 Q1	$231K	Sell	4,938 -338	-6%	-$15.8K	0.06%	134
2018 Q4	$250K	Sell	5,276 -544	-9%	-$26K	0.06%	129
2018 Q3	$269K	Buy	5,820 +257	+5%	+$11.7K	0.06%	130
2018 Q2	$244K	Sell	5,563 -243	-4%	-$10.5K	0.06%	133
2018 Q1	$252K	Buy	+5,806	New	+$261K	0.07%	114

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Private Vista's KO Position: Q2 2020 in Review

Private Vista sold out of Coca-Cola (KO) in Q2 2020, closing a stake of 5,297 shares — an estimated $235K sold.

Private Vista first reported a position in KO in Q1 2018 and held it in 9 quarters. The position peaked at $301K in Q4 2019. 2,263 funds tracked by Wall St. Rank hold KO as of Q2 2020.

Private Vista reported no remaining Coca-Cola position as of Q2 2020 after selling out during the quarter.
Private Vista sold 5,297 Coca-Cola shares in Q2 2020, an estimated $235K.
Private Vista first reported a position in Coca-Cola in Q1 2018 and held it in 9 quarters.
Private Vista's Coca-Cola position peaked at $301K in Q4 2019.
2,263 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.