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SLS Management’s Coca-Cola KO Stock Holding History

SLS 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
2015
Q3 		– Sell
-244,734
Closed -$9.6M – 23
2015
Q2 		$9.6M Buy
244,734
+129,050
+112% +$5.25M 5.72% 7
2015
Q1 		$4.69M Buy
+115,684
New +$4.84M 2.66% 16

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SLS Management's KO Position: Q3 2015 in Review

SLS Management sold out of Coca-Cola (KO) in Q3 2015, closing a stake of 244,734 shares — an estimated $9.6M sold.

SLS Management first reported a position in KO in Q1 2015 and held it in 2 quarters. The position peaked at $9.6M in Q2 2015. 1,620 funds tracked by Wall St. Rank hold KO as of Q3 2015.

  • SLS Management reported no remaining Coca-Cola position as of Q3 2015 after selling out during the quarter.
  • SLS Management sold 244,734 Coca-Cola shares in Q3 2015, an estimated $9.6M.
  • SLS Management first reported a position in Coca-Cola in Q1 2015 and held it in 2 quarters.
  • SLS Management's Coca-Cola position peaked at $9.6M in Q2 2015.
  • 1,620 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2015.

Based on SLS Management's 13F filing for Q3 2015, filed 13 Nov 2015.