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Moseley Investment Management’s Coca-Cola KO Stock Holding History

Moseley Investment Management’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
Q3 		– Sell
-4,219
Closed -$215K – 119
2019
Q2 		$215K Buy
+4,219
New +$207K 0.2% 118

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moseley Investment Management's KO Position: Q3 2019 in Review

Moseley Investment Management sold out of Coca-Cola (KO) in Q3 2019, closing a stake of 4,219 shares — an estimated $215K sold.

Moseley Investment Management first reported a position in KO in Q2 2019 and held it in 1 quarter. The position peaked at $215K in Q2 2019. 2,120 funds tracked by Wall St. Rank hold KO as of Q3 2019.

  • Moseley Investment Management reported no remaining Coca-Cola position as of Q3 2019 after selling out during the quarter.
  • Moseley Investment Management sold 4,219 Coca-Cola shares in Q3 2019, an estimated $215K.
  • Moseley Investment Management first reported a position in Coca-Cola in Q2 2019 and held it in 1 quarter.
  • Moseley Investment Management's Coca-Cola position peaked at $215K in Q2 2019.
  • 2,120 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on Moseley Investment Management's 13F filing for Q3 2019, filed 30 Oct 2019.