First Long Island Investors’s Coca-Cola KO Stock Holding History

First Long Island Investors’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
2019 Q1	–	Sell	-4,259	Closed	-$202K	–	75
2018 Q4	$202K	Buy	+4,259	New	+$204K	0.03%	74
2018 Q1	–	Sell	-6,271	Closed	-$288K	–	84
2017 Q4	$288K	Buy	6,271 +29	+0.5%	+$1.33K	0.04%	63
2017 Q3	$281K	Sell	6,242 -118	-2%	-$5.37K	0.04%	65
2017 Q2	$285K	Buy	+6,360	New	+$281K	0.04%	64
2016 Q1	–	Sell	-6,500	Closed	-$279K	–	56
2015 Q4	$279K	Buy	+6,500	New	+$276K	0.05%	56
2015 Q3	–	Sell	-224,076	Closed	-$8.79M	–	54
2015 Q2	$8.79M	Buy	224,076 +5,040	+2%	+$205K	1.71%	38
2015 Q1	$8.88M	Buy	219,036 +15,505	+8%	+$648K	1.74%	33
2014 Q4	$8.59M	Buy	203,531 +4,325	+2%	+$185K	1.7%	33
2014 Q3	$8.5M	Buy	199,206 +9,470	+5%	+$392K	1.85%	25
2014 Q2	$8.04M	Buy	189,736 +9,370	+5%	+$380K	1.89%	25
2014 Q1	$6.97M	Buy	180,366 +20,930	+13%	+$809K	1.72%	35
2013 Q4	$6.59M	Buy	159,436 +7,625	+5%	+$301K	1.67%	36
2013 Q3	$5.75M	Buy	151,811 +11,445	+8%	+$452K	1.61%	38
2013 Q2	$5.63M	Buy	+140,366	New	+$5.81M	1.78%	36

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Long Island Investors's KO Position: Q1 2019 in Review

First Long Island Investors sold out of Coca-Cola (KO) in Q1 2019, closing a stake of 4,259 shares — an estimated $202K sold.

First Long Island Investors first reported a position in KO in Q2 2013 and held it in 14 quarters. The position peaked at $8.88M in Q1 2015. 2,086 funds tracked by Wall St. Rank hold KO as of Q1 2019.

First Long Island Investors reported no remaining Coca-Cola position as of Q1 2019 after selling out during the quarter.
First Long Island Investors sold 4,259 Coca-Cola shares in Q1 2019, an estimated $202K.
First Long Island Investors first reported a position in Coca-Cola in Q2 2013 and held it in 14 quarters.
First Long Island Investors's Coca-Cola position peaked at $8.88M in Q1 2015.
2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on First Long Island Investors's 13F filing for Q1 2019, filed 14 May 2019.