CO
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Caldwell & Orkin’s Coca-Cola KO Stock Holding History

Caldwell & Orkin’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
Q3 		$1.98M Sell
44,050
-33,425
-43% -$1.52M 2.02% 20
2017
Q2 		$3.48M Buy
+77,475
New +$3.42M 4.31% 5
2013
Q3 		– Sell
-23,940
Closed -$960K – 85
2013
Q2 		$960K Buy
+23,940
New +$991K 0.53% 54

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Caldwell & Orkin's KO Position: Q3 2017 in Review

Caldwell & Orkin reduced its Coca-Cola (KO) stake by 43% in Q3 2017, selling an estimated $1.52M and leaving 44,050 shares worth $1.98M. The position accounts for 2.02% of the portfolio, ranked #20.

Caldwell & Orkin first reported a position in KO in Q2 2013 and has held it in 3 quarters since. The position peaked at $3.48M in Q2 2017. 1,801 funds tracked by Wall St. Rank hold KO as of Q3 2017.

  • Caldwell & Orkin held 44,050 shares of Coca-Cola worth $1.98M as of Q3 2017.
  • Caldwell & Orkin sold 33,425 Coca-Cola shares in Q3 2017, an estimated $1.52M.
  • Coca-Cola made up 2.02% of Caldwell & Orkin's portfolio in Q3 2017, its #20 holding.
  • Caldwell & Orkin first reported a position in Coca-Cola in Q2 2013 and has held it in 3 quarters since.
  • Caldwell & Orkin's Coca-Cola position peaked at $3.48M in Q2 2017.
  • 1,801 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.