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Bishop & Co Investment Management’s Coca-Cola KO Stock Holding History

Bishop & Co Investment Management’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
Q1 		– Sell
-4,535
Closed -$215K – 24
2018
Q4 		$215K Hold
4,535
– – 0.18% 23
2018
Q3 		$209K Sell
4,535
-100
-2% -$4.57K 0.16% 21
2018
Q2 		$203K Buy
+4,635
New +$200K 0.16% 21

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bishop & Co Investment Management's KO Position: Q1 2019 in Review

Bishop & Co Investment Management sold out of Coca-Cola (KO) in Q1 2019, closing a stake of 4,535 shares — an estimated $215K sold.

Bishop & Co Investment Management first reported a position in KO in Q2 2018 and held it in 3 quarters. The position peaked at $215K in Q4 2018. 2,087 funds tracked by Wall St. Rank hold KO as of Q1 2019.

  • Bishop & Co Investment Management reported no remaining Coca-Cola position as of Q1 2019 after selling out during the quarter.
  • Bishop & Co Investment Management sold 4,535 Coca-Cola shares in Q1 2019, an estimated $215K.
  • Bishop & Co Investment Management first reported a position in Coca-Cola in Q2 2018 and held it in 3 quarters.
  • Bishop & Co Investment Management's Coca-Cola position peaked at $215K in Q4 2018.
  • 2,087 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on Bishop & Co Investment Management's 13F filing for Q1 2019, filed 10 May 2019.