Old Mutual Customised Solutions’s Coca-Cola KO Stock Holding History

Old Mutual Customised Solutions’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 Q2	$10.2M	Buy	233,378 +2,600	+1%	+$112K	1.02%	12
2018 Q1	$10M	Hold	230,778	–	–	1.02%	10
2017 Q4	$10.6M	Buy	230,778 +81,100	+54%	+$3.73M	1.08%	10
2017 Q3	$6.74M	Buy	149,678 +2,600	+2%	+$118K	0.91%	14
2017 Q2	$6.6M	Buy	147,078 +4,100	+3%	+$181K	0.97%	12
2017 Q1	$6.07M	Buy	142,978 +22,078	+18%	+$921K	0.94%	13
2016 Q4	$5.01M	Buy	120,900 +38,700	+47%	+$1.61M	0.92%	15
2016 Q3	$3.48M	Sell	82,200 -3,200	-4%	-$140K	1%	15
2016 Q2	$3.87M	Buy	85,400 +61,300	+254%	+$2.77M	0.97%	16
2016 Q1	$1.12M	Sell	24,100 -9,700	-29%	-$422K	0.29%	77
2015 Q4	$1.45M	Sell	33,800 -4,500	-12%	-$191K	0.37%	62
2015 Q3	$1.54M	Buy	38,300 +200	+0.5%	+$8.01K	0.41%	56
2015 Q2	$1.5M	Hold	38,100	–	–	0.35%	61
2015 Q1	$1.54M	Sell	38,100 -3,600	-9%	-$151K	0.37%	50
2014 Q4	$1.76M	Sell	41,700 -2,900	-7%	-$124K	0.5%	33
2014 Q3	$1.9M	Sell	44,600 -9,500	-18%	-$393K	0.54%	30
2014 Q2	$2.29M	Sell	54,100 -3,200	-6%	-$130K	0.55%	28
2014 Q1	$2.21M	Buy	57,300 +12,200	+27%	+$471K	0.56%	28
2013 Q4	$1.86M	Hold	45,100	–	–	0.49%	31
2013 Q3	$1.71M	Buy	45,100 +1,200	+3%	+$47.4K	0.48%	33
2013 Q2	$1.76M	Buy	+43,900	New	+$1.82M	0.51%	30

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

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

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

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

Old Mutual Customised Solutions's KO Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its Coca-Cola (KO) stake by 1.1% in Q2 2018, buying an estimated $112K and bringing the position to 233,378 shares worth $10.2M. The position accounts for 1.02% of the portfolio, ranked #12.

Old Mutual Customised Solutions first reported a position in KO in Q2 2013 and has held it in 21 quarters since. The position peaked at $10.6M in Q4 2017. 1,941 funds tracked by Wall St. Rank hold KO as of Q2 2018.

Old Mutual Customised Solutions held 233,378 shares of Coca-Cola worth $10.2M as of Q2 2018.
Old Mutual Customised Solutions bought 2,600 Coca-Cola shares in Q2 2018, an estimated $112K.
Coca-Cola made up 1.02% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #12 holding.
Old Mutual Customised Solutions first reported a position in Coca-Cola in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Coca-Cola position peaked at $10.6M in Q4 2017.
1,941 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.