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McKinley Capital Management’s Coca-Cola KO Stock Holding History

McKinley Capital 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
2017
Q3 		– Sell
-2,420
Closed -$109K – 412
2017
Q2 		$109K Sell
2,420
-3,400
-58% -$150K ﹤0.01% 326
2017
Q1 		$247K Buy
+5,820
New +$243K 0.01% 337
2014
Q3 		– Sell
-138,500
Closed -$5.87M – 348
2014
Q2 		$5.87M Buy
138,500
+46,195
+50% +$1.87M 0.24% 106
2014
Q1 		$3.57M Sell
92,305
-246
-0.3% -$9.5K 0.15% 141
2013
Q4 		$3.82M Buy
92,551
+206
+0.2% +$8.13K 0.15% 138
2013
Q3 		$3.5M Buy
92,345
+629
+0.7% +$24.9K 0.15% 139
2013
Q2 		$3.68M Buy
+91,716
New +$3.8M 0.18% 118

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McKinley Capital Management's KO Position: Q3 2017 in Review

McKinley Capital Management sold out of Coca-Cola (KO) in Q3 2017, closing a stake of 2,420 shares — an estimated $109K sold.

McKinley Capital Management first reported a position in KO in Q2 2013 and held it in 7 quarters. The position peaked at $5.87M in Q2 2014. 1,801 funds tracked by Wall St. Rank hold KO as of Q3 2017.

  • McKinley Capital Management reported no remaining Coca-Cola position as of Q3 2017 after selling out during the quarter.
  • McKinley Capital Management sold 2,420 Coca-Cola shares in Q3 2017, an estimated $109K.
  • McKinley Capital Management first reported a position in Coca-Cola in Q2 2013 and held it in 7 quarters.
  • McKinley Capital Management's Coca-Cola position peaked at $5.87M in Q2 2014.
  • 1,801 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2017.

Based on McKinley Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.