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

Platinum 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
2018
Q2 		– Sell
-435,600
Closed -$18.9M – 93
2018
Q1 		$18.9M Sell
435,600
-2,207,133
-84% -$99.1M 0.53% 28
2017
Q4 		$121M Hold
2,642,733
– – 3.22% 12
2017
Q3 		$119M Hold
2,642,733
– – 3.01% 13
2017
Q2 		$119M Sell
2,642,733
-55,000
-2% -$2.43M 3.22% 12
2017
Q1 		$114M Buy
2,697,733
+114,900
+4% +$4.79M 3.17% 14
2016
Q4 		$107M Hold
2,582,833
– – 3.15% 15
2016
Q3 		$109M Sell
2,582,833
-40,300
-2% -$1.77M 2.55% 17
2016
Q2 		$119M Sell
2,623,133
-644,266
-20% -$29.1M 2.94% 14
2016
Q1 		$152M Buy
3,267,399
+646,300
+25% +$28.1M 3.37% 12
2015
Q4 		$113M Buy
2,621,099
+2,200,099
+523% +$93.4M 2.48% 21
2015
Q3 		$16.9M Buy
+421,000
New +$16.9M 0.46% 33

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Platinum Investment Management's KO Position: Q2 2018 in Review

Platinum Investment Management sold out of Coca-Cola (KO) in Q2 2018, closing a stake of 435,600 shares — an estimated $18.9M sold.

Platinum Investment Management first reported a position in KO in Q3 2015 and held it in 11 quarters. The position peaked at $152M in Q1 2016. 1,941 funds tracked by Wall St. Rank hold KO as of Q2 2018.

  • Platinum Investment Management reported no remaining Coca-Cola position as of Q2 2018 after selling out during the quarter.
  • Platinum Investment Management sold 435,600 Coca-Cola shares in Q2 2018, an estimated $18.9M.
  • Platinum Investment Management first reported a position in Coca-Cola in Q3 2015 and held it in 11 quarters.
  • Platinum Investment Management's Coca-Cola position peaked at $152M in Q1 2016.
  • 1,941 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2018.

Based on Platinum Investment Management's 13F filing for Q2 2018, filed 15 Aug 2018.