A.R.T. Advisors’s Coca-Cola KO Stock Holding History

A.R.T. Advisors’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	-5,950	Closed	-$329K	–	545
2019 Q4	$329K	Sell	5,950 -94,600	-94%	-$5.09M	0.02%	999
2019 Q3	$5.47M	Buy	+100,550	New	+$5.38M	0.27%	62
2017 Q4	–	Sell	-35,500	Closed	-$1.6M	–	1531
2017 Q3	$1.6M	Buy	+35,500	New	+$1.61M	0.08%	347
2015 Q3	–	Sell	-264,206	Closed	-$10.4M	–	1474
2015 Q2	$10.4M	Buy	264,206 +149,741	+131%	+$6.09M	0.35%	40
2015 Q1	$4.64M	Buy	+114,465	New	+$4.79M	0.16%	166
2013 Q4	–	Sell	-48,203	Closed	-$1.82M	–	1389
2013 Q3	$1.82M	Buy	+48,203	New	+$1.91M	0.1%	296

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

A.R.T. Advisors's KO Position: Q1 2020 in Review

A.R.T. Advisors sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 5,950 shares — an estimated $329K sold.

A.R.T. Advisors first reported a position in KO in Q3 2013 and held it in 6 quarters. The position peaked at $10.4M in Q2 2015. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

A.R.T. Advisors reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
A.R.T. Advisors sold 5,950 Coca-Cola shares in Q1 2020, an estimated $329K.
A.R.T. Advisors first reported a position in Coca-Cola in Q3 2013 and held it in 6 quarters.
A.R.T. Advisors's Coca-Cola position peaked at $10.4M in Q2 2015.
2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on A.R.T. Advisors's 13F filing for Q1 2020, filed 15 May 2020.