Polar Capital’s Coca-Cola KO Stock Holding History

Polar Capital’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
2014 Q3	–	Sell	-708,238	Closed	-$30M	–	279
2014 Q2	$30M	Buy	708,238 +22,939	+3%	+$931K	0.64%	45
2014 Q1	$26.5M	Sell	685,299 -236,737	-26%	-$9.15M	0.61%	46
2013 Q4	$38.1M	Buy	922,036 +259,518	+39%	+$10.2M	0.91%	24
2013 Q3	$25.1M	Buy	662,518 +249,863	+61%	+$9.88M	0.67%	36
2013 Q2	$16.6M	Buy	+412,655	New	+$17.1M	0.58%	55

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Polar Capital's KO Position: Q3 2014 in Review

Polar Capital sold out of Coca-Cola (KO) in Q3 2014, closing a stake of 708,238 shares — an estimated $30M sold.

Polar Capital first reported a position in KO in Q2 2013 and held it in 5 quarters. The position peaked at $38.1M in Q4 2013. 1,584 funds tracked by Wall St. Rank hold KO as of Q3 2014.

Polar Capital reported no remaining Coca-Cola position as of Q3 2014 after selling out during the quarter.
Polar Capital sold 708,238 Coca-Cola shares in Q3 2014, an estimated $30M.
Polar Capital first reported a position in Coca-Cola in Q2 2013 and held it in 5 quarters.
Polar Capital's Coca-Cola position peaked at $38.1M in Q4 2013.
1,584 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2014.

Based on Polar Capital's 13F filing for Q3 2014, filed 13 Nov 2014.