GLI
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Guardian Life Insurance’s Coca-Cola KO Stock Holding History

Guardian Life Insurance’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
Q1 		– Sell
-11,356
Closed -$629K – 264
2019
Q4 		$629K Buy
11,356
+93
+0.8% +$5K 0.15% 32
2019
Q3 		$613K Buy
11,263
+124
+1% +$6.64K 0.09% 44
2019
Q2 		$567K Buy
11,139
+43
+0.4% +$2.11K 0.08% 48
2019
Q1 		$520K Buy
11,096
+254
+2% +$11.9K 0.07% 50
2018
Q4 		$513K Buy
10,842
+34
+0.3% +$1.63K 0.09% 45
2018
Q3 		$499K Buy
10,808
+222
+2% +$10.1K 0.08% 44
2018
Q2 		$464K Buy
10,586
+1,743
+20% +$75.3K 0.08% 43
2018
Q1 		$384K Sell
8,843
-3,593
-29% -$161K 0.07% 41
2017
Q4 		$571K Buy
12,436
+3,699
+42% +$170K 0.12% 43
2017
Q3 		$393K Buy
8,737
+39
+0.4% +$1.77K 0.06% 45
2017
Q2 		$390K Sell
8,698
-6,229
-42% -$275K 0.06% 40
2017
Q1 		$634K Buy
14,927
+53
+0.4% +$2.21K 0.09% 48
2016
Q4 		$617K Buy
14,874
+313
+2% +$13K 0.09% 54
2016
Q3 		$616K Sell
14,561
-51
-0.3% -$2.23K 0.06% 81
2016
Q2 		$662K Buy
14,612
+135
+0.9% +$6.1K 0.05% 99
2016
Q1 		$672K Sell
14,477
-4,098
-22% -$178K 0.06% 96
2015
Q4 		$798K Sell
18,575
-4,317
-19% -$183K 0.08% 89
2015
Q3 		$918K Buy
22,892
+5,705
+33% +$228K 0.09% 88
2015
Q2 		$674K Hold
17,187
– – 0.06% 95
2015
Q1 		$697K Sell
17,187
-5,282
-24% -$221K 0.07% 98
2014
Q4 		$949K Buy
22,469
+18
+0.1% +$769 0.1% 91
2014
Q3 		$958K Buy
22,451
+956
+4% +$39.5K 0.1% 90
2014
Q2 		$911K Buy
21,495
+115
+0.5% +$4.67K 0.09% 90
2014
Q1 		$827K Sell
21,380
-133
-0.6% -$5.14K 0.07% 98
2013
Q4 		$889K Sell
21,513
-24,606
-53% -$970K 0.08% 97
2013
Q3 		$1.75M Sell
46,119
-7
-0% -$277 0.15% 95
2013
Q2 		$1.85M Buy
+46,126
New +$1.91M 0.17% 90

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Life Insurance's KO Position: Q1 2020 in Review

Guardian Life Insurance sold out of Coca-Cola (KO) in Q1 2020, closing a stake of 11,356 shares — an estimated $629K sold.

Guardian Life Insurance first reported a position in KO in Q2 2013 and held it in 27 quarters. The position peaked at $1.85M in Q2 2013. 2,238 funds tracked by Wall St. Rank hold KO as of Q1 2020.

  • Guardian Life Insurance reported no remaining Coca-Cola position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 11,356 Coca-Cola shares in Q1 2020, an estimated $629K.
  • Guardian Life Insurance first reported a position in Coca-Cola in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's Coca-Cola position peaked at $1.85M in Q2 2013.
  • 2,238 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.