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Cornerstone Financial Partners’s Coca-Cola KO Stock Holding History

Cornerstone Financial Partners’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 		$242K Buy
+5,268
New +$242K 0.08% 123
2016
Q1 		– Sell
-7,643
Closed -$327K – 162
2015
Q4 		$327K Buy
+7,643
New +$324K 0.12% 116

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Cornerstone Financial Partners's KO Position: Q4 2017 in Review

Cornerstone Financial Partners opened a new position in Coca-Cola (KO) in Q4 2017: 5,268 shares worth $242K. The stake represents 0.08% of the portfolio and ranks #123 among its holdings. This is a return to the name: Cornerstone Financial Partners previously reported a position in KO as recently as Q4 2015.

Cornerstone Financial Partners first reported a position in KO in Q4 2015 and has held it in 2 quarters since. The position peaked at $327K in Q4 2015. 1,977 funds tracked by Wall St. Rank hold KO as of Q4 2017.

  • Cornerstone Financial Partners held 5,268 shares of Coca-Cola worth $242K as of Q4 2017.
  • Coca-Cola was a new Cornerstone Financial Partners position in Q4 2017.
  • Coca-Cola made up 0.08% of Cornerstone Financial Partners's portfolio in Q4 2017, its #123 holding.
  • Cornerstone Financial Partners first reported a position in Coca-Cola in Q4 2015 and has held it in 2 quarters since.
  • Cornerstone Financial Partners's Coca-Cola position peaked at $327K in Q4 2015.
  • 1,977 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.