BOS
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Bingham Osborn & Scarborough’s Coca-Cola KO Stock Holding History

Bingham Osborn & Scarborough’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
2021
Q4 		– Sell
-10,132
Closed -$532K – 84
2021
Q3 		$532K Buy
10,132
+1,196
+13% +$66.7K 0.04% 86
2021
Q2 		$484K Buy
8,936
+601
+7% +$32.7K 0.03% 95
2021
Q1 		$439K Buy
8,335
+1,528
+22% +$76.9K 0.03% 87
2020
Q4 		$373K Sell
6,807
-3,306
-33% -$171K 0.03% 96
2020
Q3 		$499K Buy
10,113
+358
+4% +$17.2K 0.04% 94
2020
Q2 		$436K Sell
9,755
-397
-4% -$18.3K 0.04% 96
2020
Q1 		$449K Buy
10,152
+1,855
+22% +$100K 0.04% 91
2019
Q4 		$459K Buy
8,297
+901
+12% +$48.4K 0.04% 99
2019
Q3 		$403K Sell
7,396
-1,404
-16% -$75.2K 0.04% 99
2019
Q2 		$448K Buy
8,800
+2,854
+48% +$140K 0.04% 91
2019
Q1 		$279K Sell
5,946
-622
-9% -$29.1K 0.03% 121
2018
Q4 		$311K Buy
6,568
+518
+9% +$24.8K 0.03% 104
2018
Q3 		$279K Buy
6,050
+26
+0.4% +$1.19K 0.02% 117
2018
Q2 		$264K Buy
6,024
+497
+9% +$21.5K 0.02% 119
2018
Q1 		$240K Sell
5,527
-145
-3% -$6.51K 0.02% 123
2017
Q4 		$260K Buy
5,672
+639
+13% +$29.4K 0.02% 111
2017
Q3 		$227K Buy
5,033
+235
+5% +$10.7K 0.02% 112
2017
Q2 		$215K Buy
+4,798
New +$212K 0.02% 115
2014
Q2 		– Sell
-5,989
Closed -$232K – 120
2014
Q1 		$232K Sell
5,989
-1,600
-21% -$61.8K 0.03% 93
2013
Q4 		$314K Buy
+7,589
New +$299K 0.05% 74

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bingham Osborn & Scarborough's KO Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Coca-Cola (KO) in Q4 2021, closing a stake of 10,132 shares — an estimated $532K sold.

Bingham Osborn & Scarborough first reported a position in KO in Q4 2013 and held it in 20 quarters. The position peaked at $532K in Q3 2021. 2,731 funds tracked by Wall St. Rank hold KO as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining Coca-Cola position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 10,132 Coca-Cola shares in Q4 2021, an estimated $532K.
  • Bingham Osborn & Scarborough first reported a position in Coca-Cola in Q4 2013 and held it in 20 quarters.
  • Bingham Osborn & Scarborough's Coca-Cola position peaked at $532K in Q3 2021.
  • 2,731 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.