WMC
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Westwood Management Corporation’s Coca-Cola KO Stock Holding History

Westwood Management Corporation’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
-4,500
Closed -$229K – 75
2019
Q2 		$229K Buy
+4,500
New +$221K 0.03% 70

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BlackRock
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State Street
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westwood Management Corporation's KO Position: Q3 2019 in Review

Westwood Management Corporation sold out of Coca-Cola (KO) in Q3 2019, closing a stake of 4,500 shares — an estimated $229K sold.

Westwood Management Corporation first reported a position in KO in Q2 2019 and held it in 1 quarter. The position peaked at $229K in Q2 2019. 2,121 funds tracked by Wall St. Rank hold KO as of Q3 2019.

  • Westwood Management Corporation reported no remaining Coca-Cola position as of Q3 2019 after selling out during the quarter.
  • Westwood Management Corporation sold 4,500 Coca-Cola shares in Q3 2019, an estimated $229K.
  • Westwood Management Corporation first reported a position in Coca-Cola in Q2 2019 and held it in 1 quarter.
  • Westwood Management Corporation's Coca-Cola position peaked at $229K in Q2 2019.
  • 2,121 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on Westwood Management Corporation's 13F filing for Q3 2019, filed 25 Oct 2019.