DC Investments Management’s Coca-Cola KO Stock Holding History

DC Investments Management’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
2020 Q3	–	Sell	-11,254	Closed	-$503K	–	188
2020 Q2	$503K	Buy	11,254 +6,164	+121%	+$284K	0.18%	80
2020 Q1	$225K	Buy	+5,090	New	+$275K	0.18%	209
2019 Q4	–	Sell	-6,354	Closed	-$346K	–	285
2019 Q3	$346K	Buy	6,354 +2,066	+48%	+$111K	0.2%	219
2019 Q2	$218K	Hold	4,288	–	–	0.12%	306
2019 Q1	$201K	Hold	4,288	–	–	0.13%	241
2018 Q4	$203K	Buy	+4,288	New	+$205K	0.17%	224
2018 Q2	–	Sell	-13,056	Closed	-$567K	–	346
2018 Q1	$567K	Sell	13,056 -6,529	-33%	-$293K	0.38%	89
2017 Q4	$899K	Buy	+19,585	New	+$900K	0.37%	60

Other funds holding KO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DC Investments Management's KO Position: Q3 2020 in Review

DC Investments Management sold out of Coca-Cola (KO) in Q3 2020, closing a stake of 11,254 shares — an estimated $503K sold.

DC Investments Management first reported a position in KO in Q4 2017 and held it in 8 quarters. The position peaked at $899K in Q4 2017. 2,299 funds tracked by Wall St. Rank hold KO as of Q3 2020.

DC Investments Management reported no remaining Coca-Cola position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 11,254 Coca-Cola shares in Q3 2020, an estimated $503K.
DC Investments Management first reported a position in Coca-Cola in Q4 2017 and held it in 8 quarters.
DC Investments Management's Coca-Cola position peaked at $899K in Q4 2017.
2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.