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Cynosure Advisors’s Coca-Cola KO Stock Holding History

Cynosure 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
2018
Q3 		– Sell
-24,817
Closed -$1.09M – 113
2018
Q2 		$1.09M Buy
24,817
+895
+4% +$38.7K 0.3% 38
2018
Q1 		$1.04M Sell
23,922
-13,213
-36% -$593K 0.26% 39
2017
Q4 		$1.7M Buy
+37,135
New +$1.71M 0.39% 20

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

Cynosure Advisors's KO Position: Q3 2018 in Review

Cynosure Advisors sold out of Coca-Cola (KO) in Q3 2018, closing a stake of 24,817 shares — an estimated $1.09M sold.

Cynosure Advisors first reported a position in KO in Q4 2017 and held it in 3 quarters. The position peaked at $1.7M in Q4 2017. 1,940 funds tracked by Wall St. Rank hold KO as of Q3 2018.

  • Cynosure Advisors reported no remaining Coca-Cola position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 24,817 Coca-Cola shares in Q3 2018, an estimated $1.09M.
  • Cynosure Advisors first reported a position in Coca-Cola in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's Coca-Cola position peaked at $1.7M in Q4 2017.
  • 1,940 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.