CP
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Camelot Portfolios’s Coca-Cola KO Stock Holding History

Camelot Portfolios’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
2019
Q3 		– Sell
-4,846
Closed -$247K – 238
2019
Q2 		$247K Sell
4,846
-23,135
-83% -$1.13M 0.1% 192
2019
Q1 		$1.31M Sell
27,981
-1,284
-4% -$60.1K 0.55% 49
2018
Q4 		$1.39M Sell
29,265
-237
-0.8% -$11.3K 0.65% 43
2018
Q3 		$1.36M Buy
29,502
+236
+0.8% +$10.8K 0.61% 50
2018
Q2 		$1.28M Buy
+29,266
New +$1.26M 0.55% 59
2014
Q1 		– Sell
-18,720
Closed -$773K – 150
2013
Q4 		$773K Buy
18,720
+75
+0.4% +$2.96K 0.5% 62
2013
Q3 		$706K Buy
+18,645
New +$737K 0.52% 60

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return