Yorktown Management & Research Company’s Coca-Cola KO Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-15,000	Closed	-$703K	–	331
2019 Q1	$703K	Hold	15,000	–	–	0.23%	112
2018 Q4	$710K	Hold	15,000	–	–	0.24%	116
2018 Q3	$693K	Hold	15,000	–	–	0.2%	129
2018 Q2	$658K	Hold	15,000	–	–	0.19%	132
2018 Q1	$651K	Hold	15,000	–	–	0.19%	121
2017 Q4	$688K	Buy	+15,000	New	+$690K	0.2%	120
2016 Q1	–	Sell	-52,900	Closed	-$2.27M	–	390
2015 Q4	$2.27M	Sell	52,900 -1,000	-2%	-$42.4K	0.4%	79
2015 Q3	$2.16M	Buy	+53,900	New	+$2.16M	0.36%	96
2014 Q3	–	Sell	-8,000	Closed	-$339K	–	482
2014 Q2	$339K	Hold	8,000	–	–	0.06%	148
2014 Q1	$309K	Hold	8,000	–	–	0.06%	183
2013 Q4	$330K	Hold	8,000	–	–	0.07%	157
2013 Q3	$303K	Hold	8,000	–	–	0.06%	158
2013 Q2	$321K	Buy	+8,000	New	+$331K	0.07%	131

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Yorktown Management & Research Company's KO Position: Q2 2019 in Review

Yorktown Management & Research Company sold out of Coca-Cola (KO) in Q2 2019, closing a stake of 15,000 shares — an estimated $703K sold.

Yorktown Management & Research Company first reported a position in KO in Q2 2013 and held it in 13 quarters. The position peaked at $2.27M in Q4 2015. 2,098 funds tracked by Wall St. Rank hold KO as of Q2 2019.

Yorktown Management & Research Company reported no remaining Coca-Cola position as of Q2 2019 after selling out during the quarter.
Yorktown Management & Research Company sold 15,000 Coca-Cola shares in Q2 2019, an estimated $703K.
Yorktown Management & Research Company first reported a position in Coca-Cola in Q2 2013 and held it in 13 quarters.
Yorktown Management & Research Company's Coca-Cola position peaked at $2.27M in Q4 2015.
2,098 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2019.

Based on Yorktown Management & Research Company's 13F filing for Q2 2019, filed 2 Aug 2019.