Jupiter Investment Management’s Coca-Cola KO Stock Holding History

Jupiter 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
2020 Q2	–	Sell	-14,555	Closed	-$644K	–	443
2020 Q1	$644K	Sell	14,555 -7,715	-35%	-$417K	0.01%	271
2019 Q4	$1.23M	Sell	22,270 -379,430	-94%	-$20.4M	0.02%	310
2019 Q3	$21.9M	Buy	+401,700	New	+$21.5M	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	+$80.8K	﹤0.01%	315
2015 Q2	–	Sell	-22,000	Closed	-$892K	–	327
2015 Q1	$892K	Buy	+22,000	New	+$920K	0.03%	231
2014 Q1	–	Sell	-4,540	Closed	-$187K	–	384
2013 Q4	$187K	Sell	4,540 -69,302	-94%	-$2.73M	0.02%	301
2013 Q3	$2.8M	Buy	73,842 +69,041	+1,438%	+$2.73M	0.27%	138
2013 Q2	$192K	Buy	+4,801	New	+$199K	0.02%	211

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jupiter Investment Management's KO Position: Q2 2020 in Review

Jupiter Investment Management sold out of Coca-Cola (KO) in Q2 2020, closing a stake of 14,555 shares — an estimated $644K sold.

Jupiter Investment Management first reported a position in KO in Q2 2013 and held it in 9 quarters. The position peaked at $21.9M in Q3 2019. 2,263 funds tracked by Wall St. Rank hold KO as of Q2 2020.

Jupiter Investment Management reported no remaining Coca-Cola position as of Q2 2020 after selling out during the quarter.
Jupiter Investment Management sold 14,555 Coca-Cola shares in Q2 2020, an estimated $644K.
Jupiter Investment Management first reported a position in Coca-Cola in Q2 2013 and held it in 9 quarters.
Jupiter Investment Management's Coca-Cola position peaked at $21.9M in Q3 2019.
2,263 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.