Baker Boyer National Bank’s Coca-Cola KO Stock Holding History

Baker Boyer National Bank’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 Q1	$203K	Buy	4,666 +6	+0.1%	+$270	0.62%	66
2017 Q4	$214K	Hold	4,660	–	–	0.64%	56
2017 Q3	$210K	Hold	4,660	–	–	0.69%	53
2017 Q2	$209K	Buy	+4,660	New	+$206K	0.83%	40
2017 Q1	–	Sell	-5,000	Closed	-$207K	–	41
2016 Q4	$207K	Hold	5,000	–	–	0.9%	37
2016 Q3	$212K	Hold	5,000	–	–	0.87%	39
2016 Q2	$227K	Hold	5,000	–	–	1.04%	34
2016 Q1	$232K	Hold	5,000	–	–	1.08%	31
2015 Q4	$215K	Hold	5,000	–	–	1.01%	32
2015 Q3	$201K	Sell	5,000 -302	-6%	-$12.1K	0.98%	33
2015 Q2	$208K	Hold	5,302	–	–	0.43%	48
2015 Q1	$215K	Hold	5,302	–	–	0.44%	48
2014 Q4	$224K	Buy	5,302 +152	+3%	+$6.49K	0.44%	47
2014 Q3	$220K	Hold	5,150	–	–	0.43%	48
2014 Q2	$218K	Sell	5,150 -400	-7%	-$16.2K	0.4%	49
2014 Q1	$215K	Buy	5,550 +400	+8%	+$15.5K	0.42%	50
2013 Q4	$213K	Buy	+5,150	New	+$203K	0.41%	49
2013 Q3	–	Sell	-5,150	Closed	-$207K	–	41
2013 Q2	$207K	Buy	+5,150	New	+$213K	0.45%	39

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baker Boyer National Bank's KO Position: Q1 2018 in Review

Baker Boyer National Bank increased its Coca-Cola (KO) stake by 0.13% in Q1 2018, buying an estimated $270 and bringing the position to 4,666 shares worth $203K. The position accounts for 0.62% of the portfolio, ranked #66.

Baker Boyer National Bank first reported a position in KO in Q2 2013 and has held it in 18 quarters since. The position peaked at $232K in Q1 2016. 1,938 funds tracked by Wall St. Rank hold KO as of Q1 2018.

Baker Boyer National Bank held 4,666 shares of Coca-Cola worth $203K as of Q1 2018.
Baker Boyer National Bank bought 6 Coca-Cola shares in Q1 2018, an estimated $270.
Coca-Cola made up 0.62% of Baker Boyer National Bank's portfolio in Q1 2018, its #66 holding.
Baker Boyer National Bank first reported a position in Coca-Cola in Q2 2013 and has held it in 18 quarters since.
Baker Boyer National Bank's Coca-Cola position peaked at $232K in Q1 2016.
1,938 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2018.

Based on Baker Boyer National Bank's 13F filing for Q1 2018, filed 19 Apr 2018.