MU Investments Company’s Coca-Cola KO Stock Holding History

MU Investments Company’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
2018 Q1	–	Sell	-620	Closed	-$28K	–	86
2017 Q4	$28K	Sell	620 -300	-33%	-$13.8K	0.02%	94
2017 Q3	$41K	Sell	920 -250	-21%	-$11.4K	0.03%	79
2017 Q2	$52K	Sell	1,170 -650	-36%	-$28.7K	0.04%	80
2017 Q1	$78K	Sell	1,820 -260	-13%	-$10.8K	0.06%	64
2016 Q4	$87K	Sell	2,080 -1,170	-36%	-$48.7K	0.07%	59
2016 Q3	$137K	Sell	3,250 -850	-21%	-$37.2K	0.1%	52
2016 Q2	$182K	Sell	4,100 -1,450	-26%	-$65.5K	0.12%	87
2016 Q1	$259K	Buy	5,550 +300	+6%	+$13.1K	0.16%	108
2015 Q4	$228K	Sell	5,250 -1,650	-24%	-$70K	0.14%	133
2015 Q3	$274K	Sell	6,900 -400	-5%	-$16K	0.15%	130
2015 Q2	$288K	Sell	7,300 -9,500	-57%	-$386K	0.14%	153
2015 Q1	$681K	Sell	16,800 -2,020	-11%	-$84.5K	0.32%	60
2014 Q4	$809K	Buy	18,820 +100	+0.5%	+$4.27K	0.35%	54
2014 Q3	$791K	Sell	18,720 -2,130	-10%	-$88.1K	0.39%	47
2014 Q2	$880K	Sell	20,850 -2,550	-11%	-$103K	0.4%	47
2014 Q1	$911K	Sell	23,400 -4,700	-17%	-$182K	0.42%	46
2013 Q4	$1.14M	Buy	28,100 +350	+1%	+$13.8K	0.49%	44
2013 Q3	$1.07M	Sell	27,750 -11,150	-29%	-$441K	0.51%	41
2013 Q2	$1.57M	Buy	+38,900	New	+$1.61M	0.66%	39

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MU Investments Company's KO Position: Q1 2018 in Review

MU Investments Company sold out of Coca-Cola (KO) in Q1 2018, closing a stake of 620 shares — an estimated $28K sold.

MU Investments Company first reported a position in KO in Q2 2013 and held it in 19 quarters. The position peaked at $1.57M in Q2 2013. 1,938 funds tracked by Wall St. Rank hold KO as of Q1 2018.

MU Investments Company reported no remaining Coca-Cola position as of Q1 2018 after selling out during the quarter.
MU Investments Company sold 620 Coca-Cola shares in Q1 2018, an estimated $28K.
MU Investments Company first reported a position in Coca-Cola in Q2 2013 and held it in 19 quarters.
MU Investments Company's Coca-Cola position peaked at $1.57M in Q2 2013.
1,938 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.