Crosspoint Capital Strategies’s Coca-Cola KO Stock Holding History

Crosspoint Capital Strategies’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
2016 Q1	–	Sell	-24,133	Closed	-$1.02M	–	505
2015 Q4	$1.02M	Buy	24,133 +3,215	+15%	+$136K	0.27%	103
2015 Q3	$839K	Sell	20,918 -5,881	-22%	-$236K	0.98%	23
2015 Q2	$1.05M	Sell	26,799 -3,879	-13%	-$158K	0.3%	69
2015 Q1	$1.24M	Buy	30,678 +1,880	+7%	+$78.6K	0.6%	51
2014 Q4	$1.22M	Buy	28,798 +22,198	+336%	+$948K	0.42%	70
2014 Q3	$282K	Hold	6,600	–	–	0.21%	81
2014 Q2	$268K	Buy	6,600 +207	+3%	+$8.4K	0.1%	115
2014 Q1	$247K	Hold	6,393	–	–	0.1%	116
2013 Q4	$245K	Buy	+6,393	New	+$252K	0.08%	125

Other funds holding KO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return