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

Lagoda 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
2019
Q1 		– Sell
-1,900
Closed -$90K – 26
2018
Q4 		$90K Sell
1,900
-200
-10% -$9.57K 0.15% 23
2018
Q3 		$97K Hold
2,100
– – 0.04% 29
2018
Q2 		$92K Hold
2,100
– – 0.04% 30
2018
Q1 		$91K Sell
2,100
-1,550
-42% -$69.6K 0.03% 30
2017
Q4 		$167K Hold
3,650
– – 0.06% 28
2017
Q3 		$164K Sell
3,650
-100
-3% -$4.55K 0.06% 30
2017
Q2 		$168K Sell
3,750
-200
-5% -$8.84K 0.06% 29
2017
Q1 		$168K Sell
3,950
-950
-19% -$39.6K 0.07% 26
2016
Q4 		$203K Buy
+4,900
New +$204K 0.07% 25

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lagoda Investment Management's KO Position: Q1 2019 in Review

Lagoda Investment Management sold out of Coca-Cola (KO) in Q1 2019, closing a stake of 1,900 shares — an estimated $90K sold.

Lagoda Investment Management first reported a position in KO in Q4 2016 and held it in 9 quarters. The position peaked at $203K in Q4 2016. 2,087 funds tracked by Wall St. Rank hold KO as of Q1 2019.

  • Lagoda Investment Management reported no remaining Coca-Cola position as of Q1 2019 after selling out during the quarter.
  • Lagoda Investment Management sold 1,900 Coca-Cola shares in Q1 2019, an estimated $90K.
  • Lagoda Investment Management first reported a position in Coca-Cola in Q4 2016 and held it in 9 quarters.
  • Lagoda Investment Management's Coca-Cola position peaked at $203K in Q4 2016.
  • 2,087 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on Lagoda Investment Management's 13F filing for Q1 2019, filed 15 May 2019.