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Advantage Investment Management’s Coca-Cola KO Stock Holding History

Advantage Investment Management’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
2019
Q3 		$195K Sell
3,587
-17
-0.5% -$910 0.15% 149
2019
Q2 		$184K Sell
3,604
-52
-1% -$2.55K 0.14% 155
2019
Q1 		$171K Sell
3,656
-239
-6% -$11.2K 0.13% 163
2018
Q4 		$184K Sell
3,895
-263
-6% -$12.6K 0.14% 123
2018
Q3 		$192K Buy
4,158
+615
+17% +$28.1K 0.12% 136
2018
Q2 		$155K Sell
3,543
-128
-3% -$5.53K 0.11% 159
2018
Q1 		$159K Sell
3,671
-476
-11% -$21.4K 0.06% 180
2017
Q4 		$190K Sell
4,147
-200
-5% -$9.19K 0.06% 183
2017
Q3 		$196K Buy
4,347
+476
+12% +$21.7K 0.06% 174
2017
Q2 		$174K Buy
3,871
+100
+3% +$4.42K 0.06% 177
2017
Q1 		$160K Sell
3,771
-2,320
-38% -$96.8K 0.06% 168
2016
Q4 		$253K Buy
6,091
+1,511
+33% +$62.9K 0.09% 129
2016
Q3 		$194K Buy
4,580
+257
+6% +$11.3K 0.07% 136
2016
Q2 		$196K Sell
4,323
-97
-2% -$4.38K 0.09% 132
2016
Q1 		$205K Buy
4,420
+142
+3% +$6.18K 0.09% 121
2015
Q4 		$184K Hold
4,278
– – 0.1% 141
2015
Q3 		$172K Sell
4,278
-100
-2% -$4K 0.1% 135
2015
Q2 		$172K Sell
4,378
-2,948
-40% -$120K 0.08% 154
2015
Q1 		$297K Sell
7,326
-7
-0.1% -$293 0.17% 113
2014
Q4 		$310K Buy
+7,333
New +$313K 0.23% 85

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advantage Investment Management's KO Position: Q3 2019 in Review

Advantage Investment Management reduced its Coca-Cola (KO) stake by 0.47% in Q3 2019, selling an estimated $910 and leaving 3,587 shares worth $195K. The position accounts for 0.15% of the portfolio, ranked #149.

Advantage Investment Management first reported a position in KO in Q4 2014 and has held it in 20 quarters since. The position peaked at $310K in Q4 2014. 2,120 funds tracked by Wall St. Rank hold KO as of Q3 2019.

  • Advantage Investment Management held 3,587 shares of Coca-Cola worth $195K as of Q3 2019.
  • Advantage Investment Management sold 17 Coca-Cola shares in Q3 2019, an estimated $910.
  • Coca-Cola made up 0.15% of Advantage Investment Management's portfolio in Q3 2019, its #149 holding.
  • Advantage Investment Management first reported a position in Coca-Cola in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's Coca-Cola position peaked at $310K in Q4 2014.
  • 2,120 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.