Samalin Investment Counsel’s Coca-Cola KO Stock Holding History

Samalin Investment Counsel’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	-322	Closed	-$17K	–	356
2019 Q4	$17K	Buy	+322	New	+$17.3K	0.01%	395

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

Samalin Investment Counsel's KO Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 322 shares — an estimated $17K sold.

Samalin Investment Counsel first reported a position in KO in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 2,239 funds tracked by Wall St. Rank hold KO as of Q1 2020.

Samalin Investment Counsel reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
Samalin Investment Counsel sold 322 Coca-Cola shares in Q1 2020, an estimated $17K.
Samalin Investment Counsel first reported a position in Coca-Cola in Q4 2019 and held it in 1 quarter.
Samalin Investment Counsel's Coca-Cola position peaked at $17K in Q4 2019.
2,239 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.