Starfire Investment Advisers’s Coca-Cola KO Stock Holding History

Starfire Investment Advisers’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 Q2	$274K	Hold	6,144	–	–	0.13%	136
2020 Q1	$271K	Sell	6,144 -735	-11%	-$39.7K	0.15%	120
2019 Q4	$380K	Hold	6,879	–	–	0.15%	125
2019 Q3	$374K	Buy	6,879 +1,143	+20%	+$61.2K	0.15%	118
2019 Q2	$292K	Hold	5,736	–	–	0.13%	125
2019 Q1	$268K	Hold	5,736	–	–	0.12%	133
2018 Q4	$271K	Buy	5,736 +1,756	+44%	+$84K	0.15%	120
2018 Q3	$449K	Sell	3,980 -7,051	-64%	-$322K	0.22%	82
2018 Q2	$823K	Hold	11,031	–	–	0.42%	58
2018 Q1	$853K	Buy	+11,031	New	+$495K	0.44%	54
2017 Q4	–	Sell	-8,817	Closed	-$540K	–	197
2017 Q3	$540K	Buy	8,817 +2	+0%	+$91	0.33%	65
2017 Q2	$529K	Buy	8,815 +1,988	+29%	+$87.8K	0.31%	72
2017 Q1	$293K	Hold	6,827	–	–	0.16%	111
2016 Q4	$283K	Hold	6,827	–	–	0.16%	111
2016 Q3	$289K	Buy	6,827 +238	+4%	+$10.4K	0.17%	109
2016 Q2	$299K	Buy	6,589 +13	+0.2%	+$587	0.21%	101
2016 Q1	$305K	Hold	6,576	–	–	0.2%	102
2015 Q4	$283K	Buy	6,576 +28	+0.4%	+$1.19K	0.19%	105
2015 Q3	$263K	Buy	6,548 +14	+0.2%	+$561	0.19%	110
2015 Q2	$256K	Buy	6,534 +13	+0.2%	+$529	0.17%	113
2015 Q1	$264K	Buy	+6,521	New	+$273K	0.17%	110

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Starfire Investment Advisers's KO Position: Q2 2020 in Review

Starfire Investment Advisers held its Coca-Cola (KO) position steady in Q2 2020 at 6,144 shares worth $274K. The position accounts for 0.13% of the portfolio, ranked #136.

Starfire Investment Advisers first reported a position in KO in Q1 2015 and has held it in 21 quarters since. The position peaked at $853K in Q1 2018. 2,263 funds tracked by Wall St. Rank hold KO as of Q2 2020.

Starfire Investment Advisers held 6,144 shares of Coca-Cola worth $274K as of Q2 2020.
Starfire Investment Advisers left its Coca-Cola share count unchanged in Q2 2020.
Coca-Cola made up 0.13% of Starfire Investment Advisers's portfolio in Q2 2020, its #136 holding.
Starfire Investment Advisers first reported a position in Coca-Cola in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's Coca-Cola position peaked at $853K in Q1 2018.
2,263 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.