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Girard Securities’s Coca-Cola KO Stock Holding History

Girard Securities’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
Q3 		– Sell
-6,550
Closed -$294K – 147
2017
Q2 		$294K Buy
6,550
+327
+5% +$14.4K 0.22% 111
2017
Q1 		$264K Buy
6,223
+793
+15% +$33.1K 0.23% 117
2016
Q4 		$225K Sell
5,430
-1,295
-19% -$53.9K 0.2% 143
2016
Q3 		$285K Sell
6,725
-2,468
-27% -$108K 0.29% 100
2016
Q2 		$417K Buy
9,193
+518
+6% +$23.4K 0.38% 78
2016
Q1 		$403K Sell
8,675
-769
-8% -$33.5K 0.4% 78
2015
Q4 		$405K Buy
+9,444
New +$401K 0.4% 74

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Girard Securities's KO Position: Q3 2017 in Review

Girard Securities sold out of Coca-Cola (KO) in Q3 2017, closing a stake of 6,550 shares — an estimated $294K sold.

Girard Securities first reported a position in KO in Q4 2015 and held it in 7 quarters. The position peaked at $417K in Q2 2016. 1,801 funds tracked by Wall St. Rank hold KO as of Q3 2017.

  • Girard Securities reported no remaining Coca-Cola position as of Q3 2017 after selling out during the quarter.
  • Girard Securities sold 6,550 Coca-Cola shares in Q3 2017, an estimated $294K.
  • Girard Securities first reported a position in Coca-Cola in Q4 2015 and held it in 7 quarters.
  • Girard Securities's Coca-Cola position peaked at $417K in Q2 2016.
  • 1,801 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2017.

Based on Girard Securities's 13F filing for Q3 2017, filed 14 Nov 2017.