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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Miles Capital's KO Position: Q4 2019 in Review

Miles Capital sold out of Coca-Cola (KO) in Q4 2019, closing a stake of 4,391 shares — an estimated $239K sold.

Miles Capital first reported a position in KO in Q3 2013 and held it in 11 quarters. The position peaked at $2.75M in Q4 2013. 2,300 funds tracked by Wall St. Rank hold KO as of Q4 2019.

Miles Capital reported no remaining Coca-Cola position as of Q4 2019 after selling out during the quarter.
Miles Capital sold 4,391 Coca-Cola shares in Q4 2019, an estimated $239K.
Miles Capital first reported a position in Coca-Cola in Q3 2013 and held it in 11 quarters.
Miles Capital's Coca-Cola position peaked at $2.75M in Q4 2013.
2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2019.

Based on Miles Capital's 13F filing for Q4 2019, filed 21 Jan 2020.