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Delpha Capital Management’s Coca-Cola KO Stock Holding History

Delpha Capital 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
2018
Q1 		– Sell
-2,138
Closed -$98K – 692
2017
Q4 		$98K Buy
+2,138
New +$98.3K 0.11% 148

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BlackRock
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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Delpha Capital Management's KO Position: Q1 2018 in Review

Delpha Capital Management sold out of Coca-Cola (KO) in Q1 2018, closing a stake of 2,138 shares — an estimated $98K sold.

Delpha Capital Management first reported a position in KO in Q4 2017 and held it in 1 quarter. The position peaked at $98K in Q4 2017. 1,938 funds tracked by Wall St. Rank hold KO as of Q1 2018.

  • Delpha Capital Management reported no remaining Coca-Cola position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 2,138 Coca-Cola shares in Q1 2018, an estimated $98K.
  • Delpha Capital Management first reported a position in Coca-Cola in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's Coca-Cola position peaked at $98K in Q4 2017.
  • 1,938 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.