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Beck Capital Management’s Coca-Cola KO Stock Holding History

Beck Capital 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
2016
Q1 		– Sell
-2,235
Closed -$110K – 123
2015
Q4 		$110K Buy
+2,235
New +$94.8K 0.06% 141

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beck Capital Management's KO Position: Q1 2016 in Review

Beck Capital Management sold out of Coca-Cola (KO) in Q1 2016, closing a stake of 2,235 shares — an estimated $110K sold.

Beck Capital Management first reported a position in KO in Q4 2015 and held it in 1 quarter. The position peaked at $110K in Q4 2015. 1,719 funds tracked by Wall St. Rank hold KO as of Q1 2016.

  • Beck Capital Management reported no remaining Coca-Cola position as of Q1 2016 after selling out during the quarter.
  • Beck Capital Management sold 2,235 Coca-Cola shares in Q1 2016, an estimated $110K.
  • Beck Capital Management first reported a position in Coca-Cola in Q4 2015 and held it in 1 quarter.
  • Beck Capital Management's Coca-Cola position peaked at $110K in Q4 2015.
  • 1,719 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2016.

Based on Beck Capital Management's 13F filing for Q1 2016, filed 13 May 2016.