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Foresters Investment Management’s Coca-Cola KO Stock Holding History

Foresters Investment 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 		$52.9M Buy
971,708
+31,729
+3% +$1.7M 1.05% 11
2019
Q2 		$47.9M Buy
939,979
+10,291
+1% +$504K 0.86% 24
2019
Q1 		$43.6M Buy
929,688
+390,350
+72% +$18.3M 0.76% 29
2018
Q4 		$25.5M Buy
539,338
+146,000
+37% +$6.99M 0.48% 65
2018
Q3 		$18.2M Sell
393,338
-302,660
-43% -$13.8M 0.29% 117
2018
Q2 		$30.5M Buy
695,998
+11,300
+2% +$488K 0.52% 63
2018
Q1 		$29.7M Sell
684,698
-9,823
-1% -$441K 0.5% 65
2017
Q4 		$31.9M Buy
694,521
+319
+0% +$14.7K 0.5% 69
2017
Q3 		$31.2M Buy
694,202
+1,835
+0.3% +$83.5K 0.51% 66
2017
Q2 		$31.1M Buy
692,367
+7,969
+1% +$352K 0.52% 65
2017
Q1 		$29M Buy
684,398
+400
+0.1% +$16.7K 0.51% 65
2016
Q4 		$28.5M Buy
683,998
+700
+0.1% +$29.1K 0.51% 74
2016
Q3 		$28.9M Buy
683,298
+800
+0.1% +$35.1K 0.54% 67
2016
Q2 		$30.9M Buy
682,498
+10,630
+2% +$480K 0.6% 53
2016
Q1 		$31.2M Hold
671,868
– – 0.63% 54
2015
Q4 		$28.9M Buy
671,868
+7,200
+1% +$306K 0.59% 62
2015
Q3 		$26.7M Buy
664,668
+16,300
+3% +$653K 0.57% 68
2015
Q2 		$25.4M Buy
648,368
+30,100
+5% +$1.22M 0.48% 86
2015
Q1 		$25.1M Buy
618,268
+2,690
+0.4% +$113K 0.49% 85
2014
Q4 		$26M Sell
615,578
-111,200
-15% -$4.75M 0.52% 76
2014
Q3 		$31M Hold
726,778
– – 0.66% 54
2014
Q2 		$30.8M Buy
726,778
+1,400
+0.2% +$56.8K 0.63% 59
2014
Q1 		$28M Hold
725,378
– – 0.61% 60
2013
Q4 		$30M Sell
725,378
-5,200
-0.7% -$205K 0.65% 57
2013
Q3 		$27.7M Sell
730,578
-10,900
-1% -$431K 0.67% 56
2013
Q2 		$29.7M Buy
+741,478
New +$30.7M 0.89% 36

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

Foresters Investment Management's KO Position: Q3 2019 in Review

Foresters Investment Management increased its Coca-Cola (KO) stake by 3.4% in Q3 2019, buying an estimated $1.7M and bringing the position to 971,708 shares worth $52.9M. The position accounts for 1.05% of the portfolio, ranked #11.

Foresters Investment Management first reported a position in KO in Q2 2013 and has held it in 26 quarters since. 2,120 funds tracked by Wall St. Rank hold KO as of Q3 2019.

  • Foresters Investment Management held 971,708 shares of Coca-Cola worth $52.9M as of Q3 2019.
  • Foresters Investment Management bought 31,729 Coca-Cola shares in Q3 2019, an estimated $1.7M.
  • Coca-Cola made up 1.05% of Foresters Investment Management's portfolio in Q3 2019, its #11 holding.
  • Foresters Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 26 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

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