BRF
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B. Riley Financial’s Coca-Cola KO Stock Holding History

B. Riley Financial’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
2018
Q3 		– Sell
-5,109
Closed -$230K – 249
2018
Q2 		$230K Sell
5,109
-294
-5% -$12.7K 0.06% 266
2018
Q1 		$234K Buy
5,403
+84
+2% +$3.77K 0.07% 248
2017
Q4 		$244K Sell
5,319
-50
-0.9% -$2.3K 0.06% 254
2017
Q3 		$242K Buy
+5,369
New +$244K 0.07% 245

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

B. Riley Financial's KO Position: Q3 2018 in Review

B. Riley Financial sold out of Coca-Cola (KO) in Q3 2018, closing a stake of 5,109 shares — an estimated $230K sold.

B. Riley Financial first reported a position in KO in Q3 2017 and held it in 4 quarters. The position peaked at $244K in Q4 2017. 1,940 funds tracked by Wall St. Rank hold KO as of Q3 2018.

  • B. Riley Financial reported no remaining Coca-Cola position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 5,109 Coca-Cola shares in Q3 2018, an estimated $230K.
  • B. Riley Financial first reported a position in Coca-Cola in Q3 2017 and held it in 4 quarters.
  • B. Riley Financial's Coca-Cola position peaked at $244K in Q4 2017.
  • 1,940 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.