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Everett Capital Advisors (UK)’s Coca-Cola KO Stock Holding History

Everett Capital Advisors (UK)’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 		– Sell
-430,000
Closed -$18.7M – 43
2018
Q1 		$18.7M Sell
430,000
-570,000
-57% -$25.6M 1.58% 26
2017
Q4 		$45.9M Hold
1,000,000
– – 7.07% 2
2017
Q3 		$45M Sell
1,000,000
-720,000
-42% -$32.8M 6.67% 4
2017
Q2 		$77.1M Sell
1,720,000
-3,237,500
-65% -$143M 12.57% 2
2017
Q1 		$210M Buy
4,957,500
+4,237,500
+589% +$177M 36.21% 1
2016
Q4 		$30M Buy
+720,000
New +$30M 12.34% 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

Everett Capital Advisors (UK)'s KO Position: Q3 2017 in Review

Everett Capital Advisors (UK) sold out of Coca-Cola (KO) in Q3 2017, closing a stake of 110,000 shares — an estimated $5M sold.

Everett Capital Advisors (UK) first reported a position in KO in Q2 2017 and held it in 1 quarter. The position peaked at $4.93M in Q2 2017. 1,801 funds tracked by Wall St. Rank hold KO as of Q3 2017.

  • Everett Capital Advisors (UK) reported no remaining Coca-Cola position as of Q3 2017 after selling out during the quarter.
  • Everett Capital Advisors (UK) sold 110,000 Coca-Cola shares in Q3 2017, an estimated $5M.
  • Everett Capital Advisors (UK) first reported a position in Coca-Cola in Q2 2017 and held it in 1 quarter.
  • Everett Capital Advisors (UK)'s Coca-Cola position peaked at $4.93M in Q2 2017.
  • 1,801 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2017.

Based on Everett Capital Advisors (UK)'s 13F filing for Q3 2017, filed 13 Nov 2017.