BCAM
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Boston Common Asset Management’s Coca-Cola KO Stock Holding History

Boston Common Asset 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
2021
Q2 		– Sell
-11,932
Closed -$629K – 260
2021
Q1 		$629K Buy
11,932
+139
+1% +$7K 0.04% 195
2020
Q4 		$647K Buy
+11,793
New +$610K 0.05% 184
2014
Q3 		– Sell
-350
Closed -$15K – 295
2014
Q2 		$15K Sell
350
-100
-22% -$4.06K ﹤0.01% 323
2014
Q1 		$17K Buy
+450
New +$17.4K ﹤0.01% 351
2013
Q4 		– Sell
-576
Closed -$22K – 327
2013
Q3 		$22K Sell
576
-124
-18% -$4.9K ﹤0.01% 343
2013
Q2 		$28K Buy
+700
New +$29K ﹤0.01% 328

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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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return