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Broadview Financial Management’s Coca-Cola KO Stock Holding History

Broadview 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
2019
Q1 		– Sell
-4,330
Closed -$205K – 55
2018
Q4 		$205K Buy
+4,330
New +$207K 0.18% 52

Other funds holding KO

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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

Broadview Financial Management's KO Position: Q1 2019 in Review

Broadview Financial Management sold out of Coca-Cola (KO) in Q1 2019, closing a stake of 4,330 shares — an estimated $205K sold.

Broadview Financial Management first reported a position in KO in Q4 2018 and held it in 1 quarter. The position peaked at $205K in Q4 2018. 2,087 funds tracked by Wall St. Rank hold KO as of Q1 2019.

  • Broadview Financial Management reported no remaining Coca-Cola position as of Q1 2019 after selling out during the quarter.
  • Broadview Financial Management sold 4,330 Coca-Cola shares in Q1 2019, an estimated $205K.
  • Broadview Financial Management first reported a position in Coca-Cola in Q4 2018 and held it in 1 quarter.
  • Broadview Financial Management's Coca-Cola position peaked at $205K in Q4 2018.
  • 2,087 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on Broadview Financial Management's 13F filing for Q1 2019, filed 3 May 2019.