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Fund Evaluation Group’s Coca-Cola KO Stock Holding History

Fund Evaluation Group’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
Q4 		– Sell
-57,980
Closed -$2.68M – 56
2018
Q3 		$2.68M Sell
57,980
-3,900
-6% -$178K 0.44% 15
2018
Q2 		$2.71M Buy
61,880
+11,877
+24% +$513K 0.43% 16
2018
Q1 		$2.17M Buy
50,003
+58
+0.1% +$2.6K 0.24% 22
2017
Q4 		$2.29M Buy
+49,945
New +$2.3M 0.25% 29

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fund Evaluation Group's KO Position: Q4 2018 in Review

Fund Evaluation Group sold out of Coca-Cola (KO) in Q4 2018, closing a stake of 57,980 shares — an estimated $2.68M sold.

Fund Evaluation Group first reported a position in KO in Q4 2017 and held it in 4 quarters. The position peaked at $2.71M in Q2 2018. 2,086 funds tracked by Wall St. Rank hold KO as of Q4 2018.

  • Fund Evaluation Group reported no remaining Coca-Cola position as of Q4 2018 after selling out during the quarter.
  • Fund Evaluation Group sold 57,980 Coca-Cola shares in Q4 2018, an estimated $2.68M.
  • Fund Evaluation Group first reported a position in Coca-Cola in Q4 2017 and held it in 4 quarters.
  • Fund Evaluation Group's Coca-Cola position peaked at $2.71M in Q2 2018.
  • 2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2018.

Based on Fund Evaluation Group's 13F filing for Q4 2018, filed 12 Feb 2019.