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Bellwether Investment Group’s Coca-Cola KO Stock Holding History

Bellwether Investment Group’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
2017
Q4 		$523K Hold
11,410
– – 2.1% 15
2017
Q3 		$514K Buy
11,410
+444
+4% +$20.2K 2.42% 11
2017
Q2 		$492K Buy
10,966
+333
+3% +$14.7K 2.28% 10
2017
Q1 		$451K Sell
10,633
-6,332
-37% -$264K 1.19% 17
2016
Q4 		$703K Buy
+16,965
New +$706K 0.63% 30
2016
Q2 		$655K Buy
+14,443
New +$653K 0.72% 26

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bellwether Investment Group's KO Position: Q4 2017 in Review

Bellwether Investment Group held its Coca-Cola (KO) position steady in Q4 2017 at 11,410 shares worth $523K. The position accounts for 2.1% of the portfolio, ranked #15.

Bellwether Investment Group first reported a position in KO in Q2 2016 and has held it in 6 quarters since. The position peaked at $703K in Q4 2016. 1,977 funds tracked by Wall St. Rank hold KO as of Q4 2017.

  • Bellwether Investment Group held 11,410 shares of Coca-Cola worth $523K as of Q4 2017.
  • Bellwether Investment Group left its Coca-Cola share count unchanged in Q4 2017.
  • Coca-Cola made up 2.1% of Bellwether Investment Group's portfolio in Q4 2017, its #15 holding.
  • Bellwether Investment Group first reported a position in Coca-Cola in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's Coca-Cola position peaked at $703K in Q4 2016.
  • 1,977 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.