BCM
KO icon

Brasada Capital Management’s Coca-Cola KO Stock Holding History

Brasada Capital 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
-717
Closed -$34K – 208
2018
Q4 		$34K Hold
717
– – 0.01% 191
2018
Q3 		$33K Buy
+717
New +$32.8K 0.01% 225

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
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

Brasada Capital Management's KO Position: Q1 2019 in Review

Brasada Capital Management sold out of Coca-Cola (KO) in Q1 2019, closing a stake of 717 shares — an estimated $34K sold.

Brasada Capital Management first reported a position in KO in Q3 2018 and held it in 2 quarters. The position peaked at $34K in Q4 2018. 2,086 funds tracked by Wall St. Rank hold KO as of Q1 2019.

  • Brasada Capital Management reported no remaining Coca-Cola position as of Q1 2019 after selling out during the quarter.
  • Brasada Capital Management sold 717 Coca-Cola shares in Q1 2019, an estimated $34K.
  • Brasada Capital Management first reported a position in Coca-Cola in Q3 2018 and held it in 2 quarters.
  • Brasada Capital Management's Coca-Cola position peaked at $34K in Q4 2018.
  • 2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on Brasada Capital Management's 13F filing for Q1 2019, filed 6 May 2019.