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

Frontier 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
2020
Q2 		$1.1M Sell
24,523
-2,170
-8% -$100K 0.07% 95
2020
Q1 		$1.18M Sell
26,693
-6,319
-19% -$341K 0.09% 83
2019
Q4 		$1.83M Buy
33,012
+4,856
+17% +$261K 0.11% 80
2019
Q3 		$1.53M Buy
28,156
+3,178
+13% +$170K 0.1% 86
2019
Q2 		$1.27M Sell
24,978
-2,150
-8% -$105K 0.09% 93
2019
Q1 		$1.27M Buy
27,128
+1,820
+7% +$85.1K 0.08% 108
2018
Q4 		$1.2M Buy
25,308
+2,693
+12% +$129K 0.09% 114
2018
Q3 		$1.04M Sell
22,615
-466
-2% -$21.3K 0.07% 125
2018
Q2 		$1.01M Buy
23,081
+2,159
+10% +$93.2K 0.08% 125
2018
Q1 		$909K Sell
20,922
-6,929
-25% -$311K 0.08% 116
2017
Q4 		$1.28M Buy
27,851
+2,592
+10% +$119K 0.11% 111
2017
Q3 		$1.14M Sell
25,259
-6,479
-20% -$295K 0.09% 116
2017
Q2 		$1.42M Buy
31,738
+8,368
+36% +$370K 0.13% 103
2017
Q1 		$683K Buy
23,370
+17,951
+331% +$749K 0.07% 114
2016
Q4 		$213K Sell
5,419
-2,545
-32% -$106K 0.02% 178
2016
Q3 		$3.03M Buy
+7,964
New +$349K 0.03% 154
2015
Q2 		– Sell
-5,836
Closed -$237K – 178
2015
Q1 		$237K Buy
5,836
+8
+0.1% +$335 0.03% 160
2014
Q4 		$236K Sell
5,828
-155,801
-96% -$6.65M 0.04% 151
2014
Q3 		$6.81M Buy
161,629
+6,516
+4% +$269K 1.09% 27
2014
Q2 		$6.55M Buy
155,113
+4,305
+3% +$175K 1.04% 27
2014
Q1 		$5.67M Buy
150,808
+3,739
+3% +$144K 1% 28
2013
Q4 		$6.07M Sell
147,069
-1,933
-1% -$76.2K 1.14% 25
2013
Q3 		$5.64M Buy
149,002
+753
+0.5% +$29.8K 1.03% 27
2013
Q2 		$5.94M Buy
+148,249
New +$6.14M 1.2% 26

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Frontier Investment Management's KO Position: Q2 2020 in Review

Frontier Investment Management reduced its Coca-Cola (KO) stake by 8.1% in Q2 2020, selling an estimated $100K and leaving 24,523 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #95.

Frontier Investment Management first reported a position in KO in Q2 2013 and has held it in 24 quarters since. The position peaked at $6.81M in Q3 2014. 2,263 funds tracked by Wall St. Rank hold KO as of Q2 2020.

  • Frontier Investment Management held 24,523 shares of Coca-Cola worth $1.1M as of Q2 2020.
  • Frontier Investment Management sold 2,170 Coca-Cola shares in Q2 2020, an estimated $100K.
  • Coca-Cola made up 0.07% of Frontier Investment Management's portfolio in Q2 2020, its #95 holding.
  • Frontier Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 24 quarters since.
  • Frontier Investment Management's Coca-Cola position peaked at $6.81M in Q3 2014.
  • 2,263 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.