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CIBC Bank USA’s Coca-Cola KO Stock Holding History

CIBC Bank USA’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
Q4 		$1.47M Buy
26,588
+1,413
+6% +$76K 0.19% 72
2019
Q3 		$1.37M Buy
25,175
+1,822
+8% +$97.6K 0.19% 70
2019
Q2 		$1.19M Buy
23,353
+2,483
+12% +$122K 0.17% 78
2019
Q1 		$977K Buy
20,870
+784
+4% +$36.7K 0.14% 81
2018
Q4 		$951K Sell
20,086
-2,861
-12% -$137K 0.15% 80
2018
Q3 		$1.06M Sell
22,947
-125
-0.5% -$5.71K 0.14% 84
2018
Q2 		$1.01M Sell
23,072
-4,233
-16% -$183K 0.14% 81
2018
Q1 		$1.19M Sell
27,305
-1,068
-4% -$48K 0.16% 74
2017
Q4 		$1.3M Sell
28,373
-2,994
-10% -$138K 0.16% 75
2017
Q3 		$1.41M Sell
31,367
-3,151
-9% -$143K 0.18% 71
2017
Q2 		$1.55M Buy
34,518
+1,552
+5% +$68.6K 0.21% 64
2017
Q1 		$1.4M Sell
32,966
-7,737
-19% -$323K 0.19% 64
2016
Q4 		$1.69M Sell
40,703
-201
-0.5% -$8.37K 0.25% 56
2016
Q3 		$1.73M Buy
40,904
+10,766
+36% +$472K 0.26% 57
2016
Q2 		$1.37M Buy
30,138
+4,453
+17% +$201K 0.21% 72
2016
Q1 		$1.19M Sell
25,685
-2,526
-9% -$110K 0.21% 69
2015
Q4 		$1.21M Sell
28,211
-396
-1% -$16.8K 0.21% 75
2015
Q3 		$1.15M Sell
28,607
-2,142
-7% -$85.8K 0.21% 70
2015
Q2 		$1.21M Sell
30,749
-2,440
-7% -$99.2K 0.2% 74
2015
Q1 		$1.34M Sell
33,189
-5,322
-14% -$223K 0.24% 63
2014
Q4 		$1.63M Sell
38,511
-4,249
-10% -$181K 0.28% 57
2014
Q3 		$1.82M Sell
42,760
-3,900
-8% -$161K 0.36% 49
2014
Q2 		$1.98M Sell
46,660
-1,076
-2% -$43.7K 0.37% 47
2014
Q1 		$1.84M Sell
47,736
-1,794
-4% -$69.3K 0.38% 52
2013
Q4 		$2.05M Sell
49,530
-890
-2% -$35.1K 0.45% 45
2013
Q3 		$1.91M Sell
50,420
-309,520
-86% -$12.2M 0.47% 44
2013
Q2 		$14.4M Buy
+359,940
New +$14.9M 0.85% 27

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Bank USA's KO Position: Q4 2019 in Review

CIBC Bank USA increased its Coca-Cola (KO) stake by 5.6% in Q4 2019, buying an estimated $76K and bringing the position to 26,588 shares worth $1.47M. The position accounts for 0.19% of the portfolio, ranked #72.

CIBC Bank USA first reported a position in KO in Q2 2013 and has held it in 27 quarters since. The position peaked at $14.4M in Q2 2013. 2,299 funds tracked by Wall St. Rank hold KO as of Q4 2019.

  • CIBC Bank USA held 26,588 shares of Coca-Cola worth $1.47M as of Q4 2019.
  • CIBC Bank USA bought 1,413 Coca-Cola shares in Q4 2019, an estimated $76K.
  • Coca-Cola made up 0.19% of CIBC Bank USA's portfolio in Q4 2019, its #72 holding.
  • CIBC Bank USA first reported a position in Coca-Cola in Q2 2013 and has held it in 27 quarters since.
  • CIBC Bank USA's Coca-Cola position peaked at $14.4M in Q2 2013.
  • 2,299 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.