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

Veritas 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
2020 Q3	–	Sell	-5,615	Closed	-$251K	–	63
2020 Q2	$251K	Buy	5,615 +1,685	+43%	+$77.6K	0.02%	40
2020 Q1	$174K	Buy	+3,930	New	+$212K	0.01%	49
2019 Q4	–	Sell	-6,290	Closed	-$342K	–	67
2019 Q3	$342K	Buy	+6,290	New	+$337K	0.03%	39
2019 Q2	–	Sell	-3,000	Closed	-$141K	–	59
2019 Q1	$141K	Sell	3,000 -686	-19%	-$32.1K	0.01%	47
2018 Q4	$174K	Buy	3,686 +686	+23%	+$32.8K	0.02%	43
2018 Q3	$139K	Hold	3,000	–	–	0.01%	54
2018 Q2	$132K	Hold	3,000	–	–	0.02%	43
2018 Q1	$130K	Hold	3,000	–	–	0.02%	45
2017 Q4	$138K	Hold	3,000	–	–	0.02%	46
2017 Q3	$135K	Buy	+3,000	New	+$136K	0.02%	47
2015 Q2	–	Sell	-8,408	Closed	-$341K	–	71
2015 Q1	$341K	Buy	+8,408	New	+$352K	0.11%	36

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

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

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

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

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

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

Veritas Investment Management's KO Position: Q3 2020 in Review

Veritas Investment Management sold out of Coca-Cola (KO) in Q3 2020, closing a stake of 5,615 shares — an estimated $251K sold.

Veritas Investment Management first reported a position in KO in Q1 2015 and held it in 11 quarters. The position peaked at $342K in Q3 2019. 2,300 funds tracked by Wall St. Rank hold KO as of Q3 2020.

Veritas Investment Management reported no remaining Coca-Cola position as of Q3 2020 after selling out during the quarter.
Veritas Investment Management sold 5,615 Coca-Cola shares in Q3 2020, an estimated $251K.
Veritas Investment Management first reported a position in Coca-Cola in Q1 2015 and held it in 11 quarters.
Veritas Investment Management's Coca-Cola position peaked at $342K in Q3 2019.
2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Veritas Investment Management's 13F filing for Q3 2020, filed 2 Nov 2020.