Marshall & Sullivan’s Coca-Cola KO Stock Holding History

Marshall & Sullivan’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
2018 Q3	–	Sell	-1,520	Closed	-$66.7K	–	64
2018 Q2	$66.7K	Buy	+1,520	New	+$65.7K	0.06%	56

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Marshall & Sullivan's KO Position: Q3 2018 in Review

Marshall & Sullivan sold out of Coca-Cola (KO) in Q3 2018, closing a stake of 1,520 shares — an estimated $66.7K sold.

Marshall & Sullivan first reported a position in KO in Q2 2018 and held it in 1 quarter. The position peaked at $66.7K in Q2 2018. 1,940 funds tracked by Wall St. Rank hold KO as of Q3 2018.

Marshall & Sullivan reported no remaining Coca-Cola position as of Q3 2018 after selling out during the quarter.
Marshall & Sullivan sold 1,520 Coca-Cola shares in Q3 2018, an estimated $66.7K.
Marshall & Sullivan first reported a position in Coca-Cola in Q2 2018 and held it in 1 quarter.
Marshall & Sullivan's Coca-Cola position peaked at $66.7K in Q2 2018.
1,940 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2018.

Based on Marshall & Sullivan's 13F filing for Q3 2018, filed 29 Oct 2018.