UCMOK
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United Capital Management of KS’s Coca-Cola KO Stock Holding History

United Capital Management of KS’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
Q1 		– Sell
-4,198
Closed -$232K – 98
2019
Q4 		$232K Sell
4,198
-715
-15% -$38.4K 0.15% 101
2019
Q3 		$265K Sell
4,913
-522
-10% -$28K 0.19% 90
2019
Q2 		$280K Sell
5,435
-173
-3% -$8.48K 0.21% 88
2019
Q1 		$269K Sell
5,608
-4,412
-44% -$206K 0.21% 92
2018
Q4 		$474K Buy
10,020
+229
+2% +$11K 0.44% 70
2018
Q3 		$450K Buy
+9,791
New +$447K 0.36% 75

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

United Capital Management of KS's KO Position: Q1 2020 in Review

United Capital Management of KS sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 4,198 shares — an estimated $232K sold.

United Capital Management of KS first reported a position in KO in Q3 2018 and held it in 6 quarters. The position peaked at $474K in Q4 2018. 2,239 funds tracked by Wall St. Rank hold KO as of Q1 2020.

  • United Capital Management of KS reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
  • United Capital Management of KS sold 4,198 Coca-Cola shares in Q1 2020, an estimated $232K.
  • United Capital Management of KS first reported a position in Coca-Cola in Q3 2018 and held it in 6 quarters.
  • United Capital Management of KS's Coca-Cola position peaked at $474K in Q4 2018.
  • 2,239 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.