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Squar Milner Financial Services’s Coca-Cola KO Stock Holding History

Squar Milner Financial 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 		– Sell
-15,395
Closed -$688K – 103
2020
Q2 		$688K Buy
15,395
+1,898
+14% +$87.4K 0.39% 66
2020
Q1 		$597K Buy
13,497
+2,202
+19% +$119K 0.36% 57
2019
Q4 		$625K Sell
11,295
-4,668
-29% -$251K 0.31% 67
2019
Q3 		$788K Buy
15,963
+9,713
+155% +$520K 0.4% 69
2019
Q2 		$318K Buy
6,250
+1,281
+26% +$62.8K 0.21% 110
2019
Q1 		$232K Buy
4,969
+430
+9% +$20.1K 0.17% 144
2018
Q4 		$215K Buy
4,539
+501
+12% +$24K 0.21% 125
2018
Q3 		$187K Sell
4,038
-438
-10% -$20K 0.17% 164
2018
Q2 		$196K Buy
+4,476
New +$193K 0.17% 160

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

Squar Milner Financial Services's KO Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Coca-Cola (KO) in Q3 2020, closing a stake of 15,395 shares — an estimated $688K sold.

Squar Milner Financial Services first reported a position in KO in Q2 2018 and held it in 9 quarters. The position peaked at $788K in Q3 2019. 2,300 funds tracked by Wall St. Rank hold KO as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Coca-Cola position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 15,395 Coca-Cola shares in Q3 2020, an estimated $688K.
  • Squar Milner Financial Services first reported a position in Coca-Cola in Q2 2018 and held it in 9 quarters.
  • Squar Milner Financial Services's Coca-Cola position peaked at $788K in Q3 2019.
  • 2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.