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D. Scott Neal’s Coca-Cola KO Stock Holding History

D. Scott Neal’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
Q3 		– Sell
-3,344
Closed -$147K – 50
2018
Q2 		$147K Sell
3,344
-66
-2% -$2.85K 0.08% 46
2018
Q1 		$148K Hold
3,410
– – 0.08% 50
2017
Q4 		$156K Hold
3,410
– – 0.09% 48
2017
Q3 		$153K Hold
3,410
– – 0.09% 49
2017
Q2 		$153K Hold
3,410
– – 0.1% 52
2017
Q1 		$145K Hold
3,410
– – 0.09% 55
2016
Q4 		$141K Hold
3,410
– – 0.1% 45
2016
Q3 		$144K Sell
3,410
-20
-0.6% -$876 0.11% 39
2016
Q2 		$155K Hold
3,430
– – 0.14% 36
2016
Q1 		$159K Buy
3,430
+20
+0.6% +$870 0.15% 33
2015
Q4 		$146K Buy
+3,410
New +$145K 0.12% 37

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

D. Scott Neal's KO Position: Q3 2018 in Review

D. Scott Neal sold out of Coca-Cola (KO) in Q3 2018, closing a stake of 3,344 shares — an estimated $147K sold.

D. Scott Neal first reported a position in KO in Q4 2015 and held it in 11 quarters. The position peaked at $159K in Q1 2016. 1,940 funds tracked by Wall St. Rank hold KO as of Q3 2018.

  • D. Scott Neal reported no remaining Coca-Cola position as of Q3 2018 after selling out during the quarter.
  • D. Scott Neal sold 3,344 Coca-Cola shares in Q3 2018, an estimated $147K.
  • D. Scott Neal first reported a position in Coca-Cola in Q4 2015 and held it in 11 quarters.
  • D. Scott Neal's Coca-Cola position peaked at $159K in Q1 2016.
  • 1,940 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2018.

Based on D. Scott Neal's 13F filing for Q3 2018, filed 13 Nov 2018.