New Vernon Investment Management’s Coca-Cola KO Stock Holding History

New Vernon 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
2017 Q2	–	Sell	-12,340	Closed	-$524K	–	51
2017 Q1	$524K	Sell	12,340 -1,741	-12%	-$72.6K	0.68%	36
2016 Q4	$584K	Hold	14,081	–	–	0.81%	35
2016 Q3	$596K	Sell	14,081 -9,386	-40%	-$411K	0.63%	38
2016 Q2	$1.06M	Sell	23,467 -3,482	-13%	-$157K	0.93%	40
2016 Q1	$1.25M	Sell	26,949 -10,480	-28%	-$456K	1.07%	35
2015 Q4	$1.61M	Hold	37,429	–	–	1.22%	34
2015 Q3	$1.5M	Hold	37,429	–	–	1.18%	31
2015 Q2	$1.47M	Sell	37,429 -3,391	-8%	-$138K	1%	41
2015 Q1	$1.66M	Hold	40,820	–	–	1.13%	37
2014 Q4	$1.72M	Buy	+40,820	New	+$1.74M	1.16%	40

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

New Vernon Investment Management's KO Position: Q2 2017 in Review

New Vernon Investment Management sold out of Coca-Cola (KO) in Q2 2017, closing a stake of 12,340 shares — an estimated $524K sold.

New Vernon Investment Management first reported a position in KO in Q4 2014 and held it in 10 quarters. The position peaked at $1.72M in Q4 2014. 1,811 funds tracked by Wall St. Rank hold KO as of Q2 2017.

New Vernon Investment Management reported no remaining Coca-Cola position as of Q2 2017 after selling out during the quarter.
New Vernon Investment Management sold 12,340 Coca-Cola shares in Q2 2017, an estimated $524K.
New Vernon Investment Management first reported a position in Coca-Cola in Q4 2014 and held it in 10 quarters.
New Vernon Investment Management's Coca-Cola position peaked at $1.72M in Q4 2014.
1,811 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2017.

Based on New Vernon Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.