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CI Global Investments’s Coca-Cola KO Stock Holding History

CI Global Investments’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
2018
Q3 		$570K Sell
12,351
-37,788
-75% -$1.73M 0.01% 63
2018
Q2 		$2.2M Sell
50,139
-18,261
-27% -$789K 0.04% 56
2018
Q1 		$2.97M Buy
+68,400
New +$3.07M 0.05% 58

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 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

CI Global Investments's KO Position: Q3 2018 in Review

CI Global Investments reduced its Coca-Cola (KO) stake by 75% in Q3 2018, selling an estimated $1.73M and leaving 12,351 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #63.

CI Global Investments first reported a position in KO in Q1 2018 and has held it in 3 quarters since. The position peaked at $2.97M in Q1 2018. 1,941 funds tracked by Wall St. Rank hold KO as of Q3 2018.

  • CI Global Investments held 12,351 shares of Coca-Cola worth $570K as of Q3 2018.
  • CI Global Investments sold 37,788 Coca-Cola shares in Q3 2018, an estimated $1.73M.
  • Coca-Cola made up 0.01% of CI Global Investments's portfolio in Q3 2018, its #63 holding.
  • CI Global Investments first reported a position in Coca-Cola in Q1 2018 and has held it in 3 quarters since.
  • CI Global Investments's Coca-Cola position peaked at $2.97M in Q1 2018.
  • 1,941 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2018.

Based on CI Global Investments's 13F filing for Q3 2018, filed 9 Nov 2018.