MIH
KO icon

Madison Investment Holdings’s Coca-Cola KO Stock Holding History

Madison Investment Holdings’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
Q2 		– Sell
-16,423
Closed -$770K – 227
2019
Q1 		$770K Sell
16,423
-621
-4% -$29K 0.01% 187
2018
Q4 		$807K Sell
17,044
-984
-5% -$47.1K 0.02% 195
2018
Q3 		$833K Buy
18,028
+592
+3% +$27K 0.01% 218
2018
Q2 		$765K Buy
17,436
+23
+0.1% +$993 0.01% 216
2018
Q1 		$756K Sell
17,413
-1,870
-10% -$84K 0.01% 206
2017
Q4 		$885K Sell
19,283
-2,124
-10% -$97.6K 0.02% 212
2017
Q3 		$964K Hold
21,407
– – 0.02% 211
2017
Q2 		$960K Buy
21,407
+2,050
+11% +$90.6K 0.02% 208
2017
Q1 		$822K Hold
19,357
– – 0.02% 211
2016
Q4 		$803K Sell
19,357
-7,951
-29% -$331K 0.02% 211
2016
Q3 		$1.16M Sell
27,308
-206,620
-88% -$9.05M 0.02% 193
2016
Q2 		$10.6M Sell
233,928
-46,273
-17% -$2.09M 0.22% 132
2016
Q1 		$13M Buy
280,201
+35,632
+15% +$1.55M 0.28% 108
2015
Q4 		$10.5M Sell
244,569
-2,302
-0.9% -$97.7K 0.23% 121
2015
Q3 		$9.9M Sell
246,871
-1,270
-0.5% -$50.9K 0.22% 131
2015
Q2 		$9.73M Sell
248,141
-4,067
-2% -$165K 0.2% 137
2015
Q1 		$10.2M Buy
252,208
+57,860
+30% +$2.42M 0.2% 125
2014
Q4 		$8.21M Buy
194,348
+51,818
+36% +$2.21M 0.18% 124
2014
Q3 		$6.08M Sell
142,530
-7,474
-5% -$309K 0.13% 131
2014
Q2 		$6.35M Sell
150,004
-4,718
-3% -$191K 0.13% 137
2014
Q1 		$5.98M Buy
154,722
+3,654
+2% +$141K 0.11% 140
2013
Q4 		$6.24M Sell
151,068
-13,604
-8% -$537K 0.12% 141
2013
Q3 		$6.24M Buy
164,672
+10,284
+7% +$407K 0.13% 135
2013
Q2 		$6.19M Buy
+154,388
New +$6.39M 0.14% 127

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Madison Investment Holdings's KO Position: Q2 2019 in Review

Madison Investment Holdings sold out of Coca-Cola (KO) in Q2 2019, closing a stake of 16,423 shares — an estimated $770K sold.

Madison Investment Holdings first reported a position in KO in Q2 2013 and held it in 24 quarters. The position peaked at $13M in Q1 2016. 2,098 funds tracked by Wall St. Rank hold KO as of Q2 2019.

  • Madison Investment Holdings reported no remaining Coca-Cola position as of Q2 2019 after selling out during the quarter.
  • Madison Investment Holdings sold 16,423 Coca-Cola shares in Q2 2019, an estimated $770K.
  • Madison Investment Holdings first reported a position in Coca-Cola in Q2 2013 and held it in 24 quarters.
  • Madison Investment Holdings's Coca-Cola position peaked at $13M in Q1 2016.
  • 2,098 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2019.

Based on Madison Investment Holdings's 13F filing for Q2 2019, filed 13 Aug 2019.