British Steel Pension Fund’s Coca-Cola KO Stock Holding History

British Steel Pension Fund’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	-7,344	Closed	-$406K	–	104
2019 Q4	$406K	Hold	7,344	–	–	0.07%	50
2019 Q3	$400K	Sell	7,344 -5,159	-41%	-$276K	0.07%	50
2019 Q2	$637K	Sell	12,503 -13,668	-52%	-$670K	0.1%	52
2019 Q1	$1.23M	Sell	26,171 -2,766	-10%	-$129K	0.21%	47
2018 Q4	$1.34M	Buy	+28,937	New	+$1.39M	0.23%	50
2018 Q2	$1.9M	Sell	43,210 -29,312	-40%	-$1.27M	0.3%	50
2018 Q1	$3.33M	Hold	72,522	–	–	0.39%	61
2017 Q4	$3.33M	Hold	72,522	–	–	0.39%	61
2017 Q3	$3.26M	Sell	72,522 -18,004	-20%	-$819K	0.39%	61
2017 Q2	$4.06M	Hold	90,526	–	–	0.44%	59
2017 Q1	$3.84M	Sell	90,526 -7,351	-8%	-$307K	0.43%	59
2016 Q4	$4.06M	Hold	97,877	–	–	0.51%	49
2016 Q3	$4.14M	Buy	97,877 +10,600	+12%	+$465K	0.53%	47
2016 Q2	$3.96M	Sell	87,277 -66,120	-43%	-$2.99M	0.55%	41
2016 Q1	$7.12M	Sell	153,397 -10,243	-6%	-$446K	0.72%	38
2015 Q4	$7.03M	Buy	+163,640	New	+$6.94M	0.71%	41
2015 Q2	$6.82M	Hold	173,819	–	–	0.65%	44
2015 Q1	$7.05M	Sell	173,819 -33,000	-16%	-$1.38M	0.68%	40
2014 Q4	$8.73M	Buy	206,819 +76,000	+58%	+$3.25M	0.84%	27
2014 Q3	$5.58M	Buy	130,819 +61,396	+88%	+$2.54M	0.56%	47
2014 Q2	$2.94M	Hold	69,423	–	–	0.28%	118
2014 Q1	$2.68M	Buy	69,423 +9,164	+15%	+$354K	0.27%	123
2013 Q4	$2.49M	Sell	60,259 -3,888	-6%	-$153K	0.24%	140
2013 Q3	$2.43M	Sell	64,147 -23,064	-26%	-$912K	0.25%	136
2013 Q2	$3.5M	Buy	+87,211	New	+$3.61M	0.36%	95

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

British Steel Pension Fund's KO Position: Q1 2020 in Review

British Steel Pension Fund sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 7,344 shares — an estimated $406K sold.

British Steel Pension Fund first reported a position in KO in Q2 2013 and held it in 25 quarters. The position peaked at $8.73M in Q4 2014. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

British Steel Pension Fund reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
British Steel Pension Fund sold 7,344 Coca-Cola shares in Q1 2020, an estimated $406K.
British Steel Pension Fund first reported a position in Coca-Cola in Q2 2013 and held it in 25 quarters.
British Steel Pension Fund's Coca-Cola position peaked at $8.73M in Q4 2014.
2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.