CP
KO icon

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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Camelot Portfolios's KO Position: Q3 2019 in Review

Camelot Portfolios sold out of Coca-Cola (KO) in Q3 2019, closing a stake of 4,846 shares — an estimated $247K sold.

Camelot Portfolios first reported a position in KO in Q3 2013 and held it in 7 quarters. The position peaked at $1.39M in Q4 2018. 2,121 funds tracked by Wall St. Rank hold KO as of Q3 2019.

  • Camelot Portfolios reported no remaining Coca-Cola position as of Q3 2019 after selling out during the quarter.
  • Camelot Portfolios sold 4,846 Coca-Cola shares in Q3 2019, an estimated $247K.
  • Camelot Portfolios first reported a position in Coca-Cola in Q3 2013 and held it in 7 quarters.
  • Camelot Portfolios's Coca-Cola position peaked at $1.39M in Q4 2018.
  • 2,121 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on Camelot Portfolios's 13F filing for Q3 2019, filed 15 Oct 2019.