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Capital Impact Advisors’s Coca-Cola KO Stock Holding History

Capital Impact Advisors’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
Q1 		– Sell
-12,583
Closed -$522K – 194
2016
Q4 		$522K Hold
12,583
– – 0.22% 201
2016
Q3 		$533K Hold
12,583
– – 0.23% 205
2016
Q2 		$570K Buy
+12,583
New +$569K 0.27% 200

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Impact Advisors's KO Position: Q1 2017 in Review

Capital Impact Advisors sold out of Coca-Cola (KO) in Q1 2017, closing a stake of 12,583 shares — an estimated $522K sold.

Capital Impact Advisors first reported a position in KO in Q2 2016 and held it in 3 quarters. The position peaked at $570K in Q2 2016. 1,785 funds tracked by Wall St. Rank hold KO as of Q1 2017.

  • Capital Impact Advisors reported no remaining Coca-Cola position as of Q1 2017 after selling out during the quarter.
  • Capital Impact Advisors sold 12,583 Coca-Cola shares in Q1 2017, an estimated $522K.
  • Capital Impact Advisors first reported a position in Coca-Cola in Q2 2016 and held it in 3 quarters.
  • Capital Impact Advisors's Coca-Cola position peaked at $570K in Q2 2016.
  • 1,785 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2017.

Based on Capital Impact Advisors's 13F filing for Q1 2017, filed 19 Apr 2017.