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

Symphony 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
2019
Q4 		– Sell
-8,677
Closed -$472K – 184
2019
Q3 		$472K Buy
+8,677
New +$465K 0.1% 112
2017
Q4 		– Sell
-11,576
Closed -$521K – 365
2017
Q3 		$521K Buy
+11,576
New +$527K 0.06% 257
2016
Q3 		– Sell
-20,562
Closed -$932K – 415
2016
Q2 		$932K Sell
20,562
-1,058
-5% -$47.8K 0.1% 188
2016
Q1 		$1M Buy
21,620
+7,293
+51% +$317K 0.11% 188
2015
Q4 		$616K Sell
14,327
-41,798
-74% -$1.77M 0.07% 242
2015
Q3 		$2.25M Buy
+56,125
New +$2.25M 0.27% 93
2015
Q2 		– Sell
-29,571
Closed -$1.2M – 457
2015
Q1 		$1.2M Sell
29,571
-15,518
-34% -$649K 0.14% 159
2014
Q4 		$1.9M Buy
+45,089
New +$1.93M 0.24% 101
2014
Q3 		– Sell
-14,192
Closed -$602K – 422
2014
Q2 		$602K Sell
14,192
-4,557
-24% -$185K 0.06% 294
2014
Q1 		$725K Buy
+18,749
New +$724K 0.07% 245
2013
Q4 		– Sell
-49,050
Closed -$1.86M – 485
2013
Q3 		$1.86M Sell
49,050
-30,524
-38% -$1.21M 0.19% 123
2013
Q2 		$3.19M Buy
+79,574
New +$3.29M 0.32% 69

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