Shikiar Asset Management’s Coca-Cola KO Stock Holding History

Shikiar Asset 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 Q3	–	Sell	-8,941	Closed	-$392K	–	84
2018 Q2	$392K	Sell	8,941 -76,135	-89%	-$3.29M	0.16%	62
2018 Q1	$3.69M	Sell	85,076 -44,470	-34%	-$2M	1.68%	20
2017 Q4	$5.94M	Sell	129,546 -11,910	-8%	-$547K	2.78%	15
2017 Q3	$6.37M	Buy	141,456 +49,300	+53%	+$2.24M	2.77%	12
2017 Q2	$4.13M	Buy	+92,156	New	+$4.07M	1.78%	22

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Shikiar Asset Management's KO Position: Q3 2018 in Review

Shikiar Asset Management sold out of Coca-Cola (KO) in Q3 2018, closing a stake of 8,941 shares — an estimated $392K sold.

Shikiar Asset Management first reported a position in KO in Q2 2017 and held it in 5 quarters. The position peaked at $6.37M in Q3 2017. 1,941 funds tracked by Wall St. Rank hold KO as of Q3 2018.

Shikiar Asset Management reported no remaining Coca-Cola position as of Q3 2018 after selling out during the quarter.
Shikiar Asset Management sold 8,941 Coca-Cola shares in Q3 2018, an estimated $392K.
Shikiar Asset Management first reported a position in Coca-Cola in Q2 2017 and held it in 5 quarters.
Shikiar Asset Management's Coca-Cola position peaked at $6.37M in Q3 2017.
1,941 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2018.

Based on Shikiar Asset Management's 13F filing for Q3 2018, filed 5 Nov 2018.