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AHL Partners’s Coca-Cola KO Stock Holding History

AHL Partners’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
2017
Q4 		$1.4M Sell
30,479
-43,005
-59% -$1.98M 0.02% 799
2017
Q3 		$3.31M Sell
73,484
-53,447
-42% -$2.43M 0.06% 512
2017
Q2 		$5.69M Buy
126,931
+110,691
+682% +$4.89M 0.12% 300
2017
Q1 		$689K Buy
16,240
+11,284
+228% +$471K 0.02% 893
2016
Q4 		$205K Sell
4,956
-286
-5% -$11.9K 0.01% 1018
2016
Q3 		$222K Sell
5,242
-10,809
-67% -$474K 0.01% 1069
2016
Q2 		$728K Sell
16,051
-160,758
-91% -$7.26M 0.04% 512
2016
Q1 		$8.2M Buy
176,809
+168,275
+1,972% +$7.32M 0.51% 51
2015
Q4 		$367K Sell
8,534
-104,863
-92% -$4.45M 0.03% 547
2015
Q3 		$4.55M Sell
113,397
-14,784
-12% -$592K 0.72% 6
2015
Q2 		$5.03M Buy
128,181
+52,173
+69% +$2.12M 0.2% 175
2015
Q1 		$3.08M Sell
76,008
-971
-1% -$40.6K 0.12% 408
2014
Q4 		$3.25M Sell
76,979
-2,787
-3% -$119K 0.17% 220
2014
Q3 		$3.4M Buy
+79,766
New +$3.3M 0.26% 133

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AHL Partners's KO Position: Q4 2017 in Review

AHL Partners reduced its Coca-Cola (KO) stake by 59% in Q4 2017, selling an estimated $1.98M and leaving 30,479 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #799.

AHL Partners first reported a position in KO in Q3 2014 and has held it in 14 quarters since. The position peaked at $8.2M in Q1 2016. 1,976 funds tracked by Wall St. Rank hold KO as of Q4 2017.

  • AHL Partners held 30,479 shares of Coca-Cola worth $1.4M as of Q4 2017.
  • AHL Partners sold 43,005 Coca-Cola shares in Q4 2017, an estimated $1.98M.
  • Coca-Cola made up 0.02% of AHL Partners's portfolio in Q4 2017, its #799 holding.
  • AHL Partners first reported a position in Coca-Cola in Q3 2014 and has held it in 14 quarters since.
  • AHL Partners's Coca-Cola position peaked at $8.2M in Q1 2016.
  • 1,976 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.