Tirschwell & Loewy’s Coca-Cola KO Stock Holding History

Tirschwell & Loewy’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 Q1	–	Sell	-5,810	Closed	-$275K	–	69
2018 Q4	$275K	Sell	5,810 -1,475	-20%	-$70.6K	0.04%	65
2018 Q3	$336K	Sell	7,285 -4,100	-36%	-$187K	0.04%	63
2018 Q2	$499K	Hold	11,385	–	–	0.07%	64
2018 Q1	$494K	Sell	11,385 -25	-0.2%	-$1.12K	0.07%	68
2017 Q4	$523K	Buy	11,410 +25	+0.2%	+$1.15K	0.07%	68
2017 Q3	$512K	Sell	11,385 -400	-3%	-$18.2K	0.08%	68
2017 Q2	$529K	Sell	11,785 -2,365	-17%	-$104K	0.08%	70
2017 Q1	$601K	Sell	14,150 -19,525	-58%	-$814K	0.1%	66
2016 Q4	$1.4M	Buy	33,675 +25	+0.1%	+$1.04K	0.25%	54
2016 Q3	$1.42M	Sell	33,650 -2,000	-6%	-$87.6K	0.24%	57
2016 Q2	$1.62M	Sell	35,650 -1,710	-5%	-$77.3K	0.28%	55
2016 Q1	$1.73M	Sell	37,360 -300	-0.8%	-$13.1K	0.3%	55
2015 Q4	$1.62M	Hold	37,660	–	–	0.29%	54
2015 Q3	$1.51M	Sell	37,660 -1,240	-3%	-$49.7K	0.28%	54
2015 Q2	$1.53M	Hold	38,900	–	–	0.26%	54
2015 Q1	$1.58M	Hold	38,900	–	–	0.26%	54
2014 Q4	$1.64M	Hold	38,900	–	–	0.27%	54
2014 Q3	$1.66M	Hold	38,900	–	–	0.28%	50
2014 Q2	$1.65M	Hold	38,900	–	–	0.27%	51
2014 Q1	$1.5M	Hold	38,900	–	–	0.26%	52
2013 Q4	$1.61M	Hold	38,900	–	–	0.28%	51
2013 Q3	$1.47M	Hold	38,900	–	–	0.29%	53
2013 Q2	$1.56M	Buy	+38,900	New	+$1.61M	0.33%	53

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tirschwell & Loewy's KO Position: Q1 2019 in Review

Tirschwell & Loewy sold out of Coca-Cola (KO) in Q1 2019, closing a stake of 5,810 shares — an estimated $275K sold.

Tirschwell & Loewy first reported a position in KO in Q2 2013 and held it in 23 quarters. The position peaked at $1.73M in Q1 2016. 2,086 funds tracked by Wall St. Rank hold KO as of Q1 2019.

Tirschwell & Loewy reported no remaining Coca-Cola position as of Q1 2019 after selling out during the quarter.
Tirschwell & Loewy sold 5,810 Coca-Cola shares in Q1 2019, an estimated $275K.
Tirschwell & Loewy first reported a position in Coca-Cola in Q2 2013 and held it in 23 quarters.
Tirschwell & Loewy's Coca-Cola position peaked at $1.73M in Q1 2016.
2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on Tirschwell & Loewy's 13F filing for Q1 2019, filed 3 Apr 2019.