Insight Capital Research & Management’s Coca-Cola KO Stock Holding History

Insight Capital Research & 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
2016 Q3	–	Sell	-47,320	Closed	-$2.15M	–	115
2016 Q2	$2.15M	Sell	47,320 -8,445	-15%	-$382K	0.75%	78
2016 Q1	$2.59M	Buy	55,765 +487	+0.9%	+$21.2K	0.8%	66
2015 Q4	$2.38M	Sell	55,278 -800	-1%	-$34K	0.69%	65
2015 Q3	$2.25M	Buy	+56,078	New	+$2.25M	0.68%	68
2013 Q4	–	Sell	-50,814	Closed	-$2.01M	–	158
2013 Q3	$2.01M	Buy	50,814 +3,227	+7%	+$128K	0.49%	68
2013 Q2	$1.91M	Buy	+47,587	New	+$1.97M	0.5%	74

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Insight Capital Research & Management's KO Position: Q3 2016 in Review

Insight Capital Research & Management sold out of Coca-Cola (KO) in Q3 2016, closing a stake of 47,320 shares — an estimated $2.15M sold.

Insight Capital Research & Management first reported a position in KO in Q2 2013 and held it in 6 quarters. The position peaked at $2.59M in Q1 2016. 1,723 funds tracked by Wall St. Rank hold KO as of Q3 2016.

Insight Capital Research & Management reported no remaining Coca-Cola position as of Q3 2016 after selling out during the quarter.
Insight Capital Research & Management sold 47,320 Coca-Cola shares in Q3 2016, an estimated $2.15M.
Insight Capital Research & Management first reported a position in Coca-Cola in Q2 2013 and held it in 6 quarters.
Insight Capital Research & Management's Coca-Cola position peaked at $2.59M in Q1 2016.
1,723 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2016.

Based on Insight Capital Research & Management's 13F filing for Q3 2016, filed 24 Oct 2016.