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Spot Trading’s Coca-Cola KO Stock Holding History

Spot Trading’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
2017
Q3 		$2.1M Sell
46,630
-14,433
-24% -$657K 0.04% 706
2017
Q2 		$2.74M Buy
61,063
+26,313
+76% +$1.16M 0.05% 484
2017
Q1 		$1.48M Buy
34,750
+12,757
+58% +$532K 0.05% 508
2016
Q4 		$912K Sell
21,993
-10,108
-31% -$421K 0.02% 1015
2016
Q3 		$1.36M Buy
+32,101
New +$1.41M 0.03% 875
2015
Q2 		– Sell
-103,494
Closed -$4.21M – 4060
2015
Q1 		$4.2M Sell
103,494
-3,235
-3% -$135K 0.04% 657
2014
Q4 		$4.51M Sell
106,729
-359,339
-77% -$15.3M 0.03% 860
2014
Q3 		$19.9M Buy
466,068
+206,419
+79% +$8.53M 0.1% 237
2014
Q2 		$11M Buy
259,649
+259,540
+238,110% +$10.5M 0.05% 499
2014
Q1 		$4K Sell
109
-3,812
-97% -$147K ﹤0.01% 4030
2013
Q4 		$162K Buy
+3,921
New +$155K ﹤0.01% 3123
2013
Q3 		– Sell
-37,713
Closed -$1.49M – 4256
2013
Q2 		$1.51M Buy
+37,713
New +$1.56M 0.01% 1604

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Spot Trading's KO Position: Q3 2017 in Review

Spot Trading reduced its Coca-Cola (KO) stake by 24% in Q3 2017, selling an estimated $657K and leaving 46,630 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #706.

Spot Trading first reported a position in KO in Q2 2013 and has held it in 12 quarters since. The position peaked at $19.9M in Q3 2014. 1,803 funds tracked by Wall St. Rank hold KO as of Q3 2017.

  • Spot Trading held 46,630 shares of Coca-Cola worth $2.1M as of Q3 2017.
  • Spot Trading sold 14,433 Coca-Cola shares in Q3 2017, an estimated $657K.
  • Coca-Cola made up 0.04% of Spot Trading's portfolio in Q3 2017, its #706 holding.
  • Spot Trading first reported a position in Coca-Cola in Q2 2013 and has held it in 12 quarters since.
  • Spot Trading's Coca-Cola position peaked at $19.9M in Q3 2014.
  • 1,803 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.