SGDR
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SPX Gestao de Recursos’s Coca-Cola KO Stock Holding History

SPX Gestao de Recursos’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
Q4 		– Sell
-549,219
Closed -$27.1M – 129
2020
Q3 		$27.1M Buy
+549,219
New +$26.4M 2.97% 6
2015
Q3 		– Sell
-931,500
Closed -$36.5M – 33
2015
Q2 		$36.5M Buy
931,500
+554,000
+147% +$22.5M 10.73% 3
2015
Q1 		$15.3M Buy
+377,500
New +$15.8M 8.2% 2

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SPX Gestao de Recursos's KO Position: Q4 2020 in Review

SPX Gestao de Recursos sold out of Coca-Cola (KO) in Q4 2020, closing a stake of 549,219 shares — an estimated $27.1M sold.

SPX Gestao de Recursos first reported a position in KO in Q1 2015 and held it in 3 quarters. The position peaked at $36.5M in Q2 2015. 2,475 funds tracked by Wall St. Rank hold KO as of Q4 2020.

  • SPX Gestao de Recursos reported no remaining Coca-Cola position as of Q4 2020 after selling out during the quarter.
  • SPX Gestao de Recursos sold 549,219 Coca-Cola shares in Q4 2020, an estimated $27.1M.
  • SPX Gestao de Recursos first reported a position in Coca-Cola in Q1 2015 and held it in 3 quarters.
  • SPX Gestao de Recursos's Coca-Cola position peaked at $36.5M in Q2 2015.
  • 2,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on SPX Gestao de Recursos's 13F filing for Q4 2020, filed 3 Feb 2021.