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Edge Advisors’s Coca-Cola KO Stock Holding History

Edge 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
Q2 		$48.7M Sell
1,109,610
-46
-0% -$1.99K 4.35% 3
2018
Q1 		$48.2M Sell
1,109,656
-4,458
-0.4% -$200K 4.54% 3
2017
Q4 		$51.1M Buy
1,114,114
+310
+0% +$14.3K 5.02% 2
2017
Q3 		$50.1M Buy
1,113,804
+2,848
+0.3% +$130K 5.45% 2
2017
Q2 		$49.8M Sell
1,110,956
-4,519
-0.4% -$200K 5.67% 2
2017
Q1 		$47.3M Buy
1,115,475
+734
+0.1% +$30.6K 5.8% 2
2016
Q4 		$46.2M Buy
+1,114,741
New +$46.4M 5.94% 2

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Advisors's KO Position: Q2 2018 in Review

Edge Advisors reduced its Coca-Cola (KO) stake by 0% in Q2 2018, selling an estimated $1.99K and leaving 1,109,610 shares worth $48.7M. The position accounts for 4.35% of the portfolio, ranked #3.

Edge Advisors first reported a position in KO in Q4 2016 and has held it in 7 quarters since. The position peaked at $51.1M in Q4 2017. 1,941 funds tracked by Wall St. Rank hold KO as of Q2 2018.

  • Edge Advisors held 1,109,610 shares of Coca-Cola worth $48.7M as of Q2 2018.
  • Edge Advisors sold 46 Coca-Cola shares in Q2 2018, an estimated $1.99K.
  • Coca-Cola made up 4.35% of Edge Advisors's portfolio in Q2 2018, its #3 holding.
  • Edge Advisors first reported a position in Coca-Cola in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Coca-Cola position peaked at $51.1M in Q4 2017.
  • 1,941 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.