Jupiter Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,555
| Closed | -$644K | – | 443 |
|
|
2020
Q1 | $644K | Sell |
14,555
-7,715
| -35% | -$341K | 0.01% | 271 |
|
|
2019
Q4 | $1.23M | Sell |
22,270
-379,430
| -94% | -$21M | 0.02% | 309 |
|
|
2019
Q3 | $21.9M | Buy |
+401,700
| New | +$21.9M | 0.28% | 107 |
|
|
2018
Q1 | – | Sell |
-91,463
| Closed | -$4.2M | – | 406 |
|
|
2017
Q4 | $4.2M | Buy |
+91,463
| New | +$4.2M | 0.04% | 192 |
|
|
2015
Q4 | – | Sell |
-2,017
| Closed | -$80K | – | 333 |
|
|
2015
Q3 | $80K | Buy |
+2,017
| New | +$80K | ﹤0.01% | 315 |
|
|
2015
Q2 | – | Sell |
-22,000
| Closed | -$892K | – | 327 |
|
|
2015
Q1 | $892K | Buy |
+22,000
| New | +$892K | 0.03% | 231 |
|
|
2014
Q1 | – | Sell |
-4,540
| Closed | -$187K | – | 384 |
|
|
2013
Q4 | $187K | Sell |
4,540
-69,302
| -94% | -$2.85M | 0.02% | 301 |
|
|
2013
Q3 | $2.8M | Buy |
73,842
+69,041
| +1,438% | +$2.62M | 0.27% | 138 |
|
|
2013
Q2 | $192K | Buy |
+4,801
| New | +$192K | 0.02% | 211 |
|