Underhill Investment Management’s Coca-Cola KO Stock Holding History

Underhill Investment 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 Q2	–	Sell	-10,750	Closed	-$456K	–	25
2017 Q1	$456K	Buy	+10,750	New	+$448K	0.29%	18
2015 Q2	–	Sell	-7,250	Closed	-$294K	–	19
2015 Q1	$294K	Hold	7,250	–	–	0.15%	17
2014 Q4	$306K	Hold	7,250	–	–	0.13%	19
2014 Q3	$309K	Buy	7,250 +1,750	+32%	+$72.3K	0.15%	17
2014 Q2	$233K	Hold	5,500	–	–	0.11%	22
2014 Q1	$213K	Buy	+5,500	New	+$212K	0.1%	22

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Underhill Investment Management's KO Position: Q2 2017 in Review

Underhill Investment Management sold out of Coca-Cola (KO) in Q2 2017, closing a stake of 10,750 shares — an estimated $456K sold.

Underhill Investment Management first reported a position in KO in Q1 2014 and held it in 6 quarters. The position peaked at $456K in Q1 2017. 1,811 funds tracked by Wall St. Rank hold KO as of Q2 2017.

Underhill Investment Management reported no remaining Coca-Cola position as of Q2 2017 after selling out during the quarter.
Underhill Investment Management sold 10,750 Coca-Cola shares in Q2 2017, an estimated $456K.
Underhill Investment Management first reported a position in Coca-Cola in Q1 2014 and held it in 6 quarters.
Underhill Investment Management's Coca-Cola position peaked at $456K in Q1 2017.
1,811 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2017.

Based on Underhill Investment Management's 13F filing for Q2 2017, filed 27 Jul 2017.