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Davidson Investment Advisors’s Coca-Cola KO Stock Holding History

Davidson Investment Advisors’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
Q1 		– Sell
-400
Closed -$16K – 216
2016
Q4 		$16K Hold
400
– – ﹤0.01% 183
2016
Q3 		$16K Hold
400
– – ﹤0.01% 172
2016
Q2 		$18K Buy
+400
New +$18.1K ﹤0.01% 164

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $544B AUM 28.31% 1-Year Est. Return

Davidson Investment Advisors's KO Position: Q1 2017 in Review

Davidson Investment Advisors sold out of Coca-Cola (KO) in Q1 2017, closing a stake of 400 shares — an estimated $16K sold.

Davidson Investment Advisors first reported a position in KO in Q2 2016 and held it in 3 quarters. The position peaked at $18K in Q2 2016. 1,785 funds tracked by Wall St. Rank hold KO as of Q1 2017.

  • Davidson Investment Advisors reported no remaining Coca-Cola position as of Q1 2017 after selling out during the quarter.
  • Davidson Investment Advisors sold 400 Coca-Cola shares in Q1 2017, an estimated $16K.
  • Davidson Investment Advisors first reported a position in Coca-Cola in Q2 2016 and held it in 3 quarters.
  • Davidson Investment Advisors's Coca-Cola position peaked at $18K in Q2 2016.
  • 1,785 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2017.

Based on Davidson Investment Advisors's 13F filing for Q1 2017, filed 12 May 2017.