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Tukman Grossman Capital Management’s Coca-Cola KO Stock Holding History

Tukman Grossman Capital 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
2017
Q3 		$5.52M Sell
122,618
-156,100
-56% -$7.1M 4.14% 13
2017
Q2 		$12.5M Sell
278,718
-49,700
-15% -$2.2M 4.32% 13
2017
Q1 		$13.9M Sell
328,418
-440,382
-57% -$18.4M 3.36% 14
2016
Q4 		$31.9M Sell
768,800
-323,300
-30% -$13.5M 3.26% 14
2016
Q3 		$46.2M Sell
1,092,100
-357,100
-25% -$15.6M 3.61% 14
2016
Q2 		$65.7M Sell
1,449,200
-30,000
-2% -$1.36M 3.88% 15
2016
Q1 		$68.6M Sell
1,479,200
-292,000
-16% -$12.7M 3.97% 15
2015
Q4 		$76.1M Sell
1,771,200
-60,300
-3% -$2.56M 4.43% 13
2015
Q3 		$73.5M Sell
1,831,500
-183,900
-9% -$7.37M 4.27% 12
2015
Q2 		$79.1M Sell
2,015,400
-22,200
-1% -$903K 3.94% 12
2015
Q1 		$82.6M Sell
2,037,600
-70,500
-3% -$2.95M 4.18% 14
2014
Q4 		$89M Sell
2,108,100
-104,800
-5% -$4.48M 4.3% 13
2014
Q3 		$94.4M Buy
2,212,900
+41,200
+2% +$1.7M 4.5% 13
2014
Q2 		$92M Sell
2,171,700
-20,000
-0.9% -$812K 4.46% 12
2014
Q1 		$84.7M Sell
2,191,700
-26,800
-1% -$1.04M 4.28% 13
2013
Q4 		$91.6M Sell
2,218,500
-35,300
-2% -$1.39M 4.77% 12
2013
Q3 		$85.4M Sell
2,253,800
-187,100
-8% -$7.4M 4.69% 12
2013
Q2 		$97.9M Buy
+2,440,900
New +$101M 5.03% 10

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tukman Grossman Capital Management's KO Position: Q3 2017 in Review

Tukman Grossman Capital Management reduced its Coca-Cola (KO) stake by 56% in Q3 2017, selling an estimated $7.1M and leaving 122,618 shares worth $5.52M. The position accounts for 4.14% of the portfolio, ranked #13.

Tukman Grossman Capital Management first reported a position in KO in Q2 2013 and has held it in 18 quarters since. The position peaked at $97.9M in Q2 2013. 1,802 funds tracked by Wall St. Rank hold KO as of Q3 2017.

  • Tukman Grossman Capital Management held 122,618 shares of Coca-Cola worth $5.52M as of Q3 2017.
  • Tukman Grossman Capital Management sold 156,100 Coca-Cola shares in Q3 2017, an estimated $7.1M.
  • Coca-Cola made up 4.14% of Tukman Grossman Capital Management's portfolio in Q3 2017, its #13 holding.
  • Tukman Grossman Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 18 quarters since.
  • Tukman Grossman Capital Management's Coca-Cola position peaked at $97.9M in Q2 2013.
  • 1,802 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2017.

Based on Tukman Grossman Capital Management's 13F filing for Q3 2017, filed 4 Oct 2017.