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Tuscan Ridge Asset Management’s Coca-Cola KO Stock Holding History

Tuscan Ridge 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
Q3 		– Sell
-75,000
Closed -$3.82M – 717
2019
Q2 		$3.82M Hold
75,000
– – 0.3% 96
2019
Q1 		$3.51M Buy
+75,000
New +$3.51M 0.25% 106

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tuscan Ridge Asset Management's KO Position: Q4 2019 in Review

Tuscan Ridge Asset Management sold out of Coca-Cola (KO) in Q4 2019, closing a stake of 8,650 shares — an estimated $471K sold.

Tuscan Ridge Asset Management first reported a position in KO in Q4 2018 and held it in 4 quarters. The position peaked at $1.16M in Q1 2019. 2,299 funds tracked by Wall St. Rank hold KO as of Q4 2019.

  • Tuscan Ridge Asset Management reported no remaining Coca-Cola position as of Q4 2019 after selling out during the quarter.
  • Tuscan Ridge Asset Management sold 8,650 Coca-Cola shares in Q4 2019, an estimated $471K.
  • Tuscan Ridge Asset Management first reported a position in Coca-Cola in Q4 2018 and held it in 4 quarters.
  • Tuscan Ridge Asset Management's Coca-Cola position peaked at $1.16M in Q1 2019.
  • 2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2019.

Based on Tuscan Ridge Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.