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Morgens Waterfall Vintiadis & Co’s Coca-Cola KO Stock Holding History

Morgens Waterfall Vintiadis & Co’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
-16,000
Closed -$742K – 60
2016
Q1 		$742K Buy
+16,000
New +$696K 0.51% 46

Other funds holding KO

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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

Morgens Waterfall Vintiadis & Co's KO Position: Q2 2016 in Review

Morgens Waterfall Vintiadis & Co sold out of Coca-Cola (KO) in Q2 2016, closing a stake of 16,000 shares — an estimated $742K sold.

Morgens Waterfall Vintiadis & Co first reported a position in KO in Q1 2016 and held it in 1 quarter. The position peaked at $742K in Q1 2016. 1,744 funds tracked by Wall St. Rank hold KO as of Q2 2016.

  • Morgens Waterfall Vintiadis & Co reported no remaining Coca-Cola position as of Q2 2016 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 16,000 Coca-Cola shares in Q2 2016, an estimated $742K.
  • Morgens Waterfall Vintiadis & Co first reported a position in Coca-Cola in Q1 2016 and held it in 1 quarter.
  • Morgens Waterfall Vintiadis & Co's Coca-Cola position peaked at $742K in Q1 2016.
  • 1,744 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2016.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q2 2016, filed 21 Jul 2016.