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Montage Investments’s Coca-Cola KO Stock Holding History

Montage Investments’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
2016
Q2 		– Sell
-4,570
Closed -$212K – 163
2016
Q1 		$212K Buy
+4,570
New +$199K 0.15% 161

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Montage Investments's KO Position: Q2 2016 in Review

Montage Investments sold out of Coca-Cola (KO) in Q2 2016, closing a stake of 4,570 shares — an estimated $212K sold.

Montage Investments first reported a position in KO in Q1 2016 and held it in 1 quarter. The position peaked at $212K in Q1 2016. 1,744 funds tracked by Wall St. Rank hold KO as of Q2 2016.

  • Montage Investments reported no remaining Coca-Cola position as of Q2 2016 after selling out during the quarter.
  • Montage Investments sold 4,570 Coca-Cola shares in Q2 2016, an estimated $212K.
  • Montage Investments first reported a position in Coca-Cola in Q1 2016 and held it in 1 quarter.
  • Montage Investments's Coca-Cola position peaked at $212K in Q1 2016.
  • 1,744 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2016.

Based on Montage Investments's 13F filing for Q2 2016, filed 12 Aug 2016.