Bridgewater Wealth & Financial Management’s Coca-Cola KO Stock Holding History

Bridgewater Wealth & Financial 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
2017 Q3	–	Sell	-9,947	Closed	-$446K	–	74
2017 Q2	$446K	Buy	9,947 +2,901	+41%	+$128K	0.15%	66
2017 Q1	$299K	Buy	7,046 +607	+9%	+$25.3K	0.11%	79
2016 Q4	$267K	Buy	6,439 +499	+8%	+$20.8K	0.1%	86
2016 Q3	$251K	Buy	5,940 +1	+0%	+$44	0.09%	94
2016 Q2	$269K	Sell	5,939 -265	-4%	-$12K	0.1%	89
2016 Q1	$288K	Sell	6,204 -194	-3%	-$8.44K	0.1%	84
2015 Q4	$275K	Hold	6,398	–	–	0.11%	72
2015 Q3	$257K	Sell	6,398 -6,140	-49%	-$246K	0.11%	73
2015 Q2	$492K	Sell	12,538 -660	-5%	-$26.8K	0.21%	52
2015 Q1	$535K	Sell	13,198 -1,647	-11%	-$68.9K	0.23%	53
2014 Q4	$627K	Buy	+14,845	New	+$634K	0.26%	58

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bridgewater Wealth & Financial Management's KO Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Coca-Cola (KO) in Q3 2017, closing a stake of 9,947 shares — an estimated $446K sold.

Bridgewater Wealth & Financial Management first reported a position in KO in Q4 2014 and held it in 11 quarters. The position peaked at $627K in Q4 2014. 1,801 funds tracked by Wall St. Rank hold KO as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining Coca-Cola position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 9,947 Coca-Cola shares in Q3 2017, an estimated $446K.
Bridgewater Wealth & Financial Management first reported a position in Coca-Cola in Q4 2014 and held it in 11 quarters.
Bridgewater Wealth & Financial Management's Coca-Cola position peaked at $627K in Q4 2014.
1,801 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.