Vaughan & Co Securities’s Coca-Cola KO Stock Holding History

Vaughan & Co Securities’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	–	Sell	-500	Closed	-$22.1K	–	113
2020 Q1	$22.1K	Sell	500 -74	-13%	-$4K	0.03%	111
2019 Q4	$31.8K	Buy	+574	New	+$30.9K	0.03%	106

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

Vaughan & Co Securities's KO Position: Q2 2020 in Review

Vaughan & Co Securities sold out of Coca-Cola (KO) in Q2 2020, closing a stake of 500 shares — an estimated $22.1K sold.

Vaughan & Co Securities first reported a position in KO in Q4 2019 and held it in 2 quarters. The position peaked at $31.8K in Q4 2019. 2,263 funds tracked by Wall St. Rank hold KO as of Q2 2020.

Vaughan & Co Securities reported no remaining Coca-Cola position as of Q2 2020 after selling out during the quarter.
Vaughan & Co Securities sold 500 Coca-Cola shares in Q2 2020, an estimated $22.1K.
Vaughan & Co Securities first reported a position in Coca-Cola in Q4 2019 and held it in 2 quarters.
Vaughan & Co Securities's Coca-Cola position peaked at $31.8K in Q4 2019.
2,263 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.