Tuttle Capital Management’s Coca-Cola KO Stock Holding History

Tuttle 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
2021 Q2	–	Sell	-12,883	Closed	-$679K	–	316
2021 Q1	$679K	Buy	+12,883	New	+$648K	0.27%	90
2020 Q2	–	Sell	-5,748	Closed	-$254K	–	131
2020 Q1	$254K	Buy	+5,748	New	+$310K	0.14%	63
2019 Q4	–	Sell	-89,926	Closed	-$4.95M	–	186
2019 Q3	$4.95M	Buy	89,926 +29,330	+48%	+$1.57M	1.31%	11
2019 Q2	$3.09M	Buy	60,596 +43,348	+251%	+$2.12M	1.21%	25
2019 Q1	$808K	Buy	+17,248	New	+$807K	0.16%	130
2018 Q4	–	Sell	-33,600	Closed	-$1.55M	–	113
2018 Q3	$1.55M	Buy	+33,600	New	+$1.54M	0.29%	81
2018 Q2	–	Sell	-20,583	Closed	-$893K	–	133
2018 Q1	$893K	Buy	+20,583	New	+$925K	0.72%	54

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Tuttle Capital Management's KO Position: Q2 2021 in Review

Tuttle Capital Management sold out of Coca-Cola (KO) in Q2 2021, closing a stake of 12,883 shares — an estimated $679K sold.

Tuttle Capital Management first reported a position in KO in Q1 2018 and held it in 7 quarters. The position peaked at $4.95M in Q3 2019. 2,500 funds tracked by Wall St. Rank hold KO as of Q2 2021.

Tuttle Capital Management reported no remaining Coca-Cola position as of Q2 2021 after selling out during the quarter.
Tuttle Capital Management sold 12,883 Coca-Cola shares in Q2 2021, an estimated $679K.
Tuttle Capital Management first reported a position in Coca-Cola in Q1 2018 and held it in 7 quarters.
Tuttle Capital Management's Coca-Cola position peaked at $4.95M in Q3 2019.
2,500 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2021.

Based on Tuttle Capital Management's 13F filing for Q2 2021, filed 21 Jul 2021.