Catamount Wealth Management’s Coca-Cola KO Stock Holding History

Catamount Wealth 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	$412K	Buy	8,785 +3,775	+75%	+$177K	0.23%	35
2018 Q4	$241K	Hold	5,010	–	–	0.16%	35
2018 Q3	$231K	Buy	5,010 +1,200	+31%	+$54.8K	0.11%	43
2018 Q2	$176K	Sell	3,810 -4	-0.1%	-$173	0.09%	44
2018 Q1	$166K	Hold	3,814	–	–	0.09%	42
2017 Q4	$175K	Sell	3,814 -86	-2%	-$3.95K	0.1%	42
2017 Q3	$176K	Buy	3,900 +400	+11%	+$18.2K	0.1%	37
2017 Q2	$157K	Sell	3,500 -114	-3%	-$5.04K	0.1%	45
2017 Q1	$153K	Sell	3,614 -2,000	-36%	-$83.4K	0.1%	42
2016 Q4	$233K	Sell	5,614 -147	-3%	-$6.12K	0.19%	32
2016 Q3	$240K	Buy	5,761 +2,600	+82%	+$114K	0.21%	31
2016 Q2	$143K	Sell	3,161 -2,000	-39%	-$90.4K	0.17%	30
2016 Q1	$239K	Buy	5,161 +1,481	+40%	+$64.5K	0.28%	23
2015 Q4	$158K	Hold	3,680	–	–	0.14%	27
2015 Q3	$148K	Hold	3,680	–	–	0.15%	22
2015 Q2	$144K	Buy	3,680 +2,000	+119%	+$81.3K	0.11%	35
2015 Q1	$68K	Sell	1,680 -500	-23%	-$20.9K	0.06%	54
2014 Q4	$92K	Buy	+2,180	New	+$93.1K	0.09%	37

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Catamount Wealth Management's KO Position: Q1 2019 in Review

Catamount Wealth Management increased its Coca-Cola (KO) stake by 75% in Q1 2019, buying an estimated $177K and bringing the position to 8,785 shares worth $412K. The position accounts for 0.23% of the portfolio, ranked #35.

Catamount Wealth Management first reported a position in KO in Q4 2014 and has held it in 18 quarters since. 2,086 funds tracked by Wall St. Rank hold KO as of Q1 2019.

Catamount Wealth Management held 8,785 shares of Coca-Cola worth $412K as of Q1 2019.
Catamount Wealth Management bought 3,775 Coca-Cola shares in Q1 2019, an estimated $177K.
Coca-Cola made up 0.23% of Catamount Wealth Management's portfolio in Q1 2019, its #35 holding.
Catamount Wealth Management first reported a position in Coca-Cola in Q4 2014 and has held it in 18 quarters since.
2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

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