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Vantage Investment Advisors’s Coca-Cola KO Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$338K Buy
7,326
+1,688
+30% +$77.1K 0.07% 118
2018
Q2 		$247K Sell
5,638
-136,620
-96% -$5.9M 0.06% 129
2018
Q1 		$6.18M Buy
142,258
+23,431
+20% +$1.05M 1.57% 22
2017
Q4 		$5.45M Buy
118,827
+4,501
+4% +$207K 1.25% 28
2017
Q3 		$5.15M Buy
114,326
+2,347
+2% +$107K 1.32% 26
2017
Q2 		$5.02M Buy
111,979
+6,382
+6% +$282K 1.45% 26
2017
Q1 		$4.48M Buy
105,597
+5,535
+6% +$231K 1.47% 23
2016
Q4 		$4.15M Buy
100,062
+1,137
+1% +$47.3K 1.68% 20
2016
Q3 		$4.19M Sell
98,925
-1,595
-2% -$69.9K 1.86% 16
2016
Q2 		$4.55M Buy
100,520
+615
+0.6% +$27.8K 1.92% 17
2016
Q1 		$4.63M Buy
99,905
+7,399
+8% +$322K 2.05% 14
2015
Q4 		$3.97M Buy
92,506
+3,055
+3% +$130K 2% 14
2015
Q3 		$3.59M Buy
89,451
+4,578
+5% +$183K 2.03% 15
2015
Q2 		$3.33M Sell
84,873
-77,068
-48% -$3.13M 1.84% 14
2015
Q1 		$6.57M Buy
161,941
+71,747
+80% +$3M 1.87% 13
2014
Q4 		$3.81M Sell
90,194
-1,204
-1% -$51.4K 2.15% 11
2014
Q3 		$3.9M Buy
91,398
+1,059
+1% +$43.8K 2.37% 11
2014
Q2 		$3.83M Buy
90,339
+562
+0.6% +$22.8K 2.34% 9
2014
Q1 		$3.47M Buy
89,777
+1,777
+2% +$68.7K 2.29% 10
2013
Q4 		$3.63M Buy
+88,000
New +$3.47M 2.48% 8

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 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

Vantage Investment Advisors's KO Position: Q3 2018 in Review

Vantage Investment Advisors increased its Coca-Cola (KO) stake by 30% in Q3 2018, buying an estimated $77.1K and bringing the position to 7,326 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #118.

Vantage Investment Advisors first reported a position in KO in Q4 2013 and has held it in 20 quarters since. The position peaked at $6.57M in Q1 2015. 1,940 funds tracked by Wall St. Rank hold KO as of Q3 2018.

  • Vantage Investment Advisors held 7,326 shares of Coca-Cola worth $338K as of Q3 2018.
  • Vantage Investment Advisors bought 1,688 Coca-Cola shares in Q3 2018, an estimated $77.1K.
  • Coca-Cola made up 0.07% of Vantage Investment Advisors's portfolio in Q3 2018, its #118 holding.
  • Vantage Investment Advisors first reported a position in Coca-Cola in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's Coca-Cola position peaked at $6.57M in Q1 2015.
  • 1,940 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.