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Evanston Advisors’s Coca-Cola KO Stock Holding History

Evanston 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
2018
Q1 		– Sell
-4,525
Closed -$208K – 71
2017
Q4 		$208K Buy
4,525
+78
+2% +$3.58K 0.05% 61
2017
Q3 		$200K Buy
+4,447
New +$202K 0.05% 61
2017
Q1 		– Sell
-5,714
Closed -$237K – 64
2016
Q4 		$237K Sell
5,714
-592
-9% -$24.6K 0.07% 57
2016
Q3 		$267K Buy
6,306
+382
+6% +$16.7K 0.08% 56
2016
Q2 		$269K Buy
5,924
+9
+0.2% +$407 0.09% 55
2016
Q1 		$274K Hold
5,915
– – 0.09% 54
2015
Q4 		$254K Sell
5,915
-98
-2% -$4.16K 0.09% 52
2015
Q3 		$241K Buy
6,013
+10
+0.2% +$401 0.08% 58
2015
Q2 		$236K Buy
6,003
+9
+0.2% +$366 0.08% 59
2015
Q1 		$243K Hold
5,994
– – 0.08% 60
2014
Q4 		$253K Sell
5,994
-103
-2% -$4.4K 0.09% 58
2014
Q3 		$260K Sell
6,097
-110
-2% -$4.55K 0.09% 60
2014
Q2 		$263K Buy
6,207
+9
+0.1% +$365 0.09% 60
2014
Q1 		$240K Hold
6,198
– – 0.09% 61
2013
Q4 		$256K Buy
6,198
+17
+0.3% +$670 0.1% 58
2013
Q3 		$234K Buy
6,181
+7
+0.1% +$277 0.09% 56
2013
Q2 		$248K Buy
+6,174
New +$256K 0.11% 53

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 $5.7T 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return