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

Rampart 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
2020
Q4 		– Sell
-12,042
Closed -$595K – 206
2020
Q3 		$595K Sell
12,042
-49,668
-80% -$2.39M 0.38% 71
2020
Q2 		$2.76M Buy
61,710
+30,845
+100% +$1.42M 0.46% 59
2020
Q1 		$1.37M Sell
30,865
-67,230
-69% -$3.63M 0.65% 30
2019
Q4 		$5.43M Sell
98,095
-5,661
-5% -$304K 0.66% 33
2019
Q3 		$5.65M Sell
103,756
-9,274
-8% -$497K 0.7% 26
2019
Q2 		$5.75M Sell
113,030
-8,292
-7% -$406K 0.68% 35
2019
Q1 		$5.68M Buy
121,322
+81,221
+203% +$3.8M 0.65% 33
2018
Q4 		$1.9M Sell
40,101
-10,389
-21% -$497K 0.53% 52
2018
Q3 		$1.96M Buy
50,490
+11,433
+29% +$522K 0.86% 23
2018
Q2 		$1.71M Sell
39,057
-2,108
-5% -$91K 0.17% 170
2018
Q1 		$1.79M Sell
41,165
-5,915
-13% -$266K 0.17% 179
2017
Q4 		$2.16M Sell
47,080
-345
-0.7% -$15.9K 0.83% 24
2017
Q3 		$2.13M Sell
47,425
-2,884
-6% -$131K 0.72% 29
2017
Q2 		$2.26M Buy
50,309
+39,556
+368% +$1.75M 0.81% 25
2017
Q1 		$456K Buy
+10,753
New +$449K 0.16% 36

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rampart Investment Management's KO Position: Q4 2020 in Review

Rampart Investment Management sold out of Coca-Cola (KO) in Q4 2020, closing a stake of 12,042 shares — an estimated $595K sold.

Rampart Investment Management first reported a position in KO in Q1 2017 and held it in 15 quarters. The position peaked at $5.75M in Q2 2019. 2,476 funds tracked by Wall St. Rank hold KO as of Q4 2020.

  • Rampart Investment Management reported no remaining Coca-Cola position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 12,042 Coca-Cola shares in Q4 2020, an estimated $595K.
  • Rampart Investment Management first reported a position in Coca-Cola in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's Coca-Cola position peaked at $5.75M in Q2 2019.
  • 2,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.