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Rothschild & Co Wealth Management (UK)’s Coca-Cola KO Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2015
Q2 		– Sell
-1,400
Closed -$57K – 74
2015
Q1 		$57K Hold
1,400
– – 0.01% 68
2014
Q4 		$59K Sell
1,400
-4,220
-75% -$180K 0.01% 48
2014
Q3 		$240K Hold
5,620
– – 0.03% 34
2014
Q2 		$238K Hold
5,620
– – 0.03% 37
2014
Q1 		$217K Buy
+5,620
New +$217K 0.03% 37

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s KO Position: Q2 2015 in Review

Rothschild & Co Wealth Management (UK) sold out of Coca-Cola (KO) in Q2 2015, closing a stake of 1,400 shares — an estimated $57K sold.

Rothschild & Co Wealth Management (UK) first reported a position in KO in Q1 2014 and held it in 5 quarters. The position peaked at $240K in Q3 2014. 1,645 funds tracked by Wall St. Rank hold KO as of Q2 2015.

  • Rothschild & Co Wealth Management (UK) reported no remaining Coca-Cola position as of Q2 2015 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 1,400 Coca-Cola shares in Q2 2015, an estimated $57K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Coca-Cola in Q1 2014 and held it in 5 quarters.
  • Rothschild & Co Wealth Management (UK)'s Coca-Cola position peaked at $240K in Q3 2014.
  • 1,645 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2015.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2015, filed 19 Dec 2019.