Miles Capital’s Coca-Cola KO Stock Holding History

Miles Capital’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 Q4	–	Sell	-4,391	Closed	-$239K	–	192
2019 Q3	$239K	Buy	4,391 +249	+6%	+$13.3K	0.2%	130
2019 Q2	$211K	Buy	+4,142	New	+$203K	0.17%	162
2017 Q1	–	Sell	-9,143	Closed	-$379K	–	215
2016 Q4	$379K	Buy	9,143 +2,677	+41%	+$111K	0.23%	66
2016 Q3	$274K	Buy	+6,466	New	+$283K	0.19%	85
2015 Q2	–	Sell	-37,839	Closed	-$1.58M	–	175
2015 Q1	$1.58M	Sell	37,839 -1,715	-4%	-$71.7K	0.94%	21
2014 Q4	$1.67M	Sell	39,554 -11,947	-23%	-$510K	0.9%	26
2014 Q3	$2.2M	Sell	51,501 -440	-0.8%	-$18.2K	1.16%	14
2014 Q2	$2.2M	Sell	51,941 -9,912	-16%	-$402K	1.11%	18
2014 Q1	$2.39M	Sell	61,853 -4,825	-7%	-$186K	1.24%	16
2013 Q4	$2.75M	Buy	66,678 +24,484	+58%	+$966K	1.35%	12
2013 Q3	$1.6M	Buy	+42,194	New	+$1.67M	0.91%	22

Other funds holding KO

Berkshire Hathaway

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

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

Geode Capital Management

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