EI
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Elkhorn Investments’s Coca-Cola KO Stock Holding History

Elkhorn Investments’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 		$2.53M Buy
55,504
+18,523
+50% +$851K 1.32% 2
2017
Q3 		$1.67M Buy
36,981
+2,547
+7% +$116K 1.24% 3
2017
Q2 		$1.57M Buy
34,434
+822
+2% +$36.3K 1.22% 8
2017
Q1 		$1.43M Buy
+33,612
New +$1.4M 1.18% 8

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
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 $544B AUM 28.31% 1-Year Est. Return

Elkhorn Investments's KO Position: Q4 2017 in Review

Elkhorn Investments increased its Coca-Cola (KO) stake by 50% in Q4 2017, buying an estimated $851K and bringing the position to 55,504 shares worth $2.53M. The position accounts for 1.32% of the portfolio, ranked #2.

Elkhorn Investments first reported a position in KO in Q1 2017 and has held it in 4 quarters since. 1,976 funds tracked by Wall St. Rank hold KO as of Q4 2017.

  • Elkhorn Investments held 55,504 shares of Coca-Cola worth $2.53M as of Q4 2017.
  • Elkhorn Investments bought 18,523 Coca-Cola shares in Q4 2017, an estimated $851K.
  • Coca-Cola made up 1.32% of Elkhorn Investments's portfolio in Q4 2017, its #2 holding.
  • Elkhorn Investments first reported a position in Coca-Cola in Q1 2017 and has held it in 4 quarters since.
  • 1,976 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.