Sharkey, Howes & Javer’s Coca-Cola KO Stock Holding History

Sharkey, Howes & Javer’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	-800	Closed	-$41K	–	117
2019 Q2	$41K	Hold	800	–	–	0.02%	116
2019 Q1	$37K	Hold	800	–	–	0.02%	118
2018 Q4	$38K	Hold	800	–	–	0.02%	111
2018 Q3	$37K	Hold	800	–	–	0.02%	119
2018 Q2	$35K	Hold	800	–	–	0.02%	114
2018 Q1	$34K	Hold	800	–	–	0.02%	104
2017 Q4	$37K	Hold	800	–	–	0.02%	100
2017 Q3	$37K	Hold	800	–	–	0.02%	98
2017 Q2	$36K	Sell	800 -112	-12%	-$4.95K	0.02%	98
2017 Q1	$39K	Hold	912	–	–	0.02%	107
2016 Q4	$38K	Hold	912	–	–	0.02%	112
2016 Q3	$39K	Hold	912	–	–	0.02%	105
2016 Q2	$41K	Hold	912	–	–	0.03%	100
2016 Q1	$42K	Sell	912 -200	-18%	-$8.7K	0.03%	100
2015 Q4	$48K	Hold	1,112	–	–	0.03%	97
2015 Q3	$42K	Sell	1,112 -200	-15%	-$8.01K	0.03%	104
2015 Q2	$51K	Hold	1,312	–	–	0.04%	72
2015 Q1	$53K	Buy	+1,312	New	+$54.9K	0.03%	87

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sharkey, Howes & Javer's KO Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Coca-Cola (KO) in Q3 2019, closing a stake of 800 shares — an estimated $41K sold.

Sharkey, Howes & Javer first reported a position in KO in Q1 2015 and held it in 18 quarters. The position peaked at $53K in Q1 2015. 2,121 funds tracked by Wall St. Rank hold KO as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Coca-Cola position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 800 Coca-Cola shares in Q3 2019, an estimated $41K.
Sharkey, Howes & Javer first reported a position in Coca-Cola in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's Coca-Cola position peaked at $53K in Q1 2015.
2,121 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.