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Bridges Investment Counsel’s Coca-Cola KO Stock Holding History

Bridges Investment Counsel’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 		$472K Sell
10,282
-300
-3% -$13.8K 0.26% 85
2017
Q3 		$477K Sell
10,582
-8,450
-44% -$384K 0.27% 85
2017
Q2 		$854K Sell
19,032
-10,326
-35% -$456K 0.19% 95
2017
Q1 		$1.25M Buy
29,358
+10,326
+54% +$431K 0.36% 63
2016
Q4 		$789K Hold
19,032
– – 0.19% 98
2016
Q3 		$806K Sell
19,032
-417
-2% -$18.3K 0.17% 97
2016
Q2 		$882K Sell
19,449
-1,800
-8% -$81.3K 0.19% 96
2016
Q1 		$985K Sell
21,249
-23,878
-53% -$1.04M 0.21% 88
2015
Q4 		$1.77M Hold
45,127
– – 0.31% 65
2015
Q3 		$1.77M Buy
45,127
+23,678
+110% +$948K 0.31% 65
2015
Q2 		$841K Sell
21,449
-750
-3% -$30.5K 0.2% 101
2015
Q1 		$900K Sell
22,199
-200
-0.9% -$8.37K 0.21% 98
2014
Q4 		$945K Hold
22,399
– – 0.22% 99
2014
Q3 		$955K Sell
22,399
-2,250
-9% -$93K 0.22% 98
2014
Q2 		$1.04M Sell
24,649
-100
-0.4% -$4.06K 0.24% 97
2014
Q1 		$957K Sell
24,749
-250
-1% -$9.66K 0.22% 97
2013
Q4 		$1.03M Buy
24,999
+3,656
+17% +$144K 0.24% 93
2013
Q3 		$808K Buy
21,343
+225
+1% +$8.89K 0.2% 103
2013
Q2 		$847K Buy
+21,118
New +$874K 0.22% 97

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

Bridges Investment Counsel's KO Position: Q4 2017 in Review

Bridges Investment Counsel reduced its Coca-Cola (KO) stake by 2.8% in Q4 2017, selling an estimated $13.8K and leaving 10,282 shares worth $472K. The position accounts for 0.26% of the portfolio, ranked #85.

Bridges Investment Counsel first reported a position in KO in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.77M in Q4 2015. 1,976 funds tracked by Wall St. Rank hold KO as of Q4 2017.

  • Bridges Investment Counsel held 10,282 shares of Coca-Cola worth $472K as of Q4 2017.
  • Bridges Investment Counsel sold 300 Coca-Cola shares in Q4 2017, an estimated $13.8K.
  • Coca-Cola made up 0.26% of Bridges Investment Counsel's portfolio in Q4 2017, its #85 holding.
  • Bridges Investment Counsel first reported a position in Coca-Cola in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's Coca-Cola position peaked at $1.77M in Q4 2015.
  • 1,976 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.