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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
2014
Q4 		– Sell
-15,000
Closed -$640K – 178
2014
Q3 		$640K Hold
15,000
– – 0.1% 102
2014
Q2 		$635K Sell
15,000
-15,000
-50% -$609K 0.1% 99
2014
Q1 		$1.16M Buy
+30,000
New +$1.16M 0.2% 77

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. 2,264 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.
  • 2,264 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.