DCM
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Dimension Capital Management’s Coca-Cola KO Stock Holding History

Dimension 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
2019
Q3 		– Sell
-13,548
Closed -$689K – 99
2019
Q2 		$689K Sell
13,548
-37
-0.3% -$1.81K 0.23% 52
2019
Q1 		$637K Buy
13,585
+5
+0% +$234 0.27% 51
2018
Q4 		$643K Hold
13,580
– – 0.31% 46
2018
Q3 		$627K Sell
13,580
-7
-0.1% -$320 0.3% 48
2018
Q2 		$596K Buy
+13,587
New +$587K 0.33% 43

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimension Capital Management's KO Position: Q3 2019 in Review

Dimension Capital Management sold out of Coca-Cola (KO) in Q3 2019, closing a stake of 13,548 shares — an estimated $689K sold.

Dimension Capital Management first reported a position in KO in Q2 2018 and held it in 5 quarters. The position peaked at $689K in Q2 2019. 2,120 funds tracked by Wall St. Rank hold KO as of Q3 2019.

  • Dimension Capital Management reported no remaining Coca-Cola position as of Q3 2019 after selling out during the quarter.
  • Dimension Capital Management sold 13,548 Coca-Cola shares in Q3 2019, an estimated $689K.
  • Dimension Capital Management first reported a position in Coca-Cola in Q2 2018 and held it in 5 quarters.
  • Dimension Capital Management's Coca-Cola position peaked at $689K in Q2 2019.
  • 2,120 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on Dimension Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.