Morris Capital Advisors’s Coca-Cola KO Stock Holding History

Morris Capital Advisors’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 Q1	–	Sell	-5,174	Closed	-$245K	–	68
2018 Q4	$245K	Hold	5,174	–	–	0.21%	59
2018 Q3	$239K	Hold	5,174	–	–	0.16%	60
2018 Q2	$227K	Hold	5,174	–	–	0.16%	64
2018 Q1	$225K	Hold	5,174	–	–	0.15%	66
2017 Q4	$237K	Hold	5,174	–	–	0.15%	69
2017 Q3	$233K	Hold	5,174	–	–	0.16%	69
2017 Q2	$232K	Hold	5,174	–	–	0.16%	69
2017 Q1	$220K	Sell	5,174 -2,750	-35%	-$115K	0.16%	70
2016 Q4	$329K	Hold	7,924	–	–	0.23%	62
2016 Q3	$335K	Buy	+7,924	New	+$347K	0.21%	59

Other funds holding KO

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morris Capital Advisors's KO Position: Q1 2019 in Review

Morris Capital Advisors sold out of Coca-Cola (KO) in Q1 2019, closing a stake of 5,174 shares — an estimated $245K sold.

Morris Capital Advisors first reported a position in KO in Q3 2016 and held it in 10 quarters. The position peaked at $335K in Q3 2016. 2,086 funds tracked by Wall St. Rank hold KO as of Q1 2019.

Morris Capital Advisors reported no remaining Coca-Cola position as of Q1 2019 after selling out during the quarter.
Morris Capital Advisors sold 5,174 Coca-Cola shares in Q1 2019, an estimated $245K.
Morris Capital Advisors first reported a position in Coca-Cola in Q3 2016 and held it in 10 quarters.
Morris Capital Advisors's Coca-Cola position peaked at $335K in Q3 2016.
2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on Morris Capital Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.