Shine Investment Advisory Services’s Coca-Cola KO Stock Holding History

Shine Investment Advisory Services’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 Q3	$78K	Sell	1,575 -1,310	-45%	-$63K	0.03%	232
2020 Q2	$129K	Hold	2,885	–	–	0.05%	159
2020 Q1	$128K	Hold	2,885	–	–	0.06%	150
2019 Q4	$160K	Hold	2,885	–	–	0.06%	146
2019 Q3	$157K	Hold	2,885	–	–	0.07%	127
2019 Q2	$147K	Sell	2,885 -300	-9%	-$14.7K	0.07%	137
2019 Q1	$149K	Hold	3,185	–	–	0.07%	136
2018 Q4	$151K	Hold	3,185	–	–	0.07%	124
2018 Q3	$147K	Hold	3,185	–	–	0.08%	136
2018 Q2	$140K	Hold	3,185	–	–	0.07%	133
2018 Q1	$138K	Hold	3,185	–	–	0.07%	123
2017 Q4	$146K	Hold	3,185	–	–	0.07%	115
2017 Q3	$143K	Buy	3,185 +1,610	+102%	+$73.2K	0.07%	119
2017 Q2	$71K	Buy	+1,575	New	+$69.6K	0.04%	211

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Shine Investment Advisory Services's KO Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Coca-Cola (KO) stake by 45% in Q3 2020, selling an estimated $63K and leaving 1,575 shares worth $78K. The position accounts for 0.03% of the portfolio, ranked #232.

Shine Investment Advisory Services first reported a position in KO in Q2 2017 and has held it in 14 quarters since. The position peaked at $160K in Q4 2019. 2,300 funds tracked by Wall St. Rank hold KO as of Q3 2020.

Shine Investment Advisory Services held 1,575 shares of Coca-Cola worth $78K as of Q3 2020.
Shine Investment Advisory Services sold 1,310 Coca-Cola shares in Q3 2020, an estimated $63K.
Coca-Cola made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #232 holding.
Shine Investment Advisory Services first reported a position in Coca-Cola in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Coca-Cola position peaked at $160K in Q4 2019.
2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.