Credential Securities’s Coca-Cola KO Stock Holding History

Credential Securities’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
2018 Q2	$342K	Sell	7,806 -280	-3%	-$12.1K	0.08%	132
2018 Q1	$351K	Buy	8,086 +373	+5%	+$16.8K	0.08%	142
2017 Q4	$354K	Buy	7,713 +972	+14%	+$44.7K	0.09%	143
2017 Q3	$303K	Buy	6,741 +835	+14%	+$38K	0.08%	147
2017 Q2	$265K	Sell	5,906 -216	-4%	-$9.54K	0.08%	151
2017 Q1	$260K	Buy	6,122 +1,044	+21%	+$43.5K	0.09%	154
2016 Q4	$211K	Buy	5,078 +887	+21%	+$36.9K	0.08%	159
2016 Q3	$177K	Buy	4,191 +280	+7%	+$12.3K	0.08%	165
2016 Q2	$177K	Sell	3,911 -338	-8%	-$15.3K	0.09%	163
2016 Q1	$197K	Buy	4,249 +616	+17%	+$26.8K	0.11%	155
2015 Q4	$156K	Sell	3,633 -13	-0.4%	-$552	0.1%	153
2015 Q3	$146K	Sell	3,646 -24	-0.7%	-$961	0.1%	144
2015 Q2	$144K	Hold	3,670	–	–	0.09%	150
2015 Q1	$149K	Sell	3,670 -6,354	-63%	-$266K	0.1%	145
2014 Q4	$423K	Sell	10,024 -1,111	-10%	-$47.4K	0.27%	97
2014 Q3	$470K	Buy	11,135 +828	+8%	+$34.2K	0.32%	90
2014 Q2	$436K	Buy	10,307 +797	+8%	+$32.3K	0.29%	96
2014 Q1	$368K	Buy	+9,510	New	+$367K	0.27%	99

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Credential Securities's KO Position: Q2 2018 in Review

Credential Securities reduced its Coca-Cola (KO) stake by 3.5% in Q2 2018, selling an estimated $12.1K and leaving 7,806 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #132.

Credential Securities first reported a position in KO in Q1 2014 and has held it in 18 quarters since. The position peaked at $470K in Q3 2014. 1,942 funds tracked by Wall St. Rank hold KO as of Q2 2018.

Credential Securities held 7,806 shares of Coca-Cola worth $342K as of Q2 2018.
Credential Securities sold 280 Coca-Cola shares in Q2 2018, an estimated $12.1K.
Coca-Cola made up 0.08% of Credential Securities's portfolio in Q2 2018, its #132 holding.
Credential Securities first reported a position in Coca-Cola in Q1 2014 and has held it in 18 quarters since.
Credential Securities's Coca-Cola position peaked at $470K in Q3 2014.
1,942 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.