Guardian Investment Management’s Coca-Cola KO Stock Holding History

Guardian Investment Management’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	–	Sell	-10,580	Closed	-$481K	–	53
2017 Q3	$481K	Hold	10,580	–	–	0.53%	47
2017 Q2	$475K	Sell	10,580 -4,400	-29%	-$194K	0.52%	48
2017 Q1	$635K	Sell	14,980 -1,500	-9%	-$62.6K	0.69%	44
2016 Q4	$683K	Buy	16,480 +1,500	+10%	+$62.4K	0.79%	39
2016 Q3	$679K	Hold	14,980	–	–	0.76%	42
2016 Q2	$679K	Sell	14,980 -1,460	-9%	-$66K	0.76%	42
2016 Q1	$762K	Sell	16,440 -3,964	-19%	-$173K	0.87%	41
2015 Q4	$879K	Sell	20,404 -1,761	-8%	-$74.7K	0.94%	41
2015 Q3	$892K	Sell	22,165 -835	-4%	-$33.4K	0.99%	41
2015 Q2	$909K	Buy	23,000 +1,500	+7%	+$61K	1.01%	41
2015 Q1	$866K	Buy	21,500 +1,500	+8%	+$62.7K	0.96%	43
2014 Q4	$844K	Buy	+20,000	New	+$854K	0.89%	46

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guardian Investment Management's KO Position: Q4 2017 in Review

Guardian Investment Management sold out of Coca-Cola (KO) in Q4 2017, closing a stake of 10,580 shares — an estimated $481K sold.

Guardian Investment Management first reported a position in KO in Q4 2014 and held it in 12 quarters. The position peaked at $909K in Q2 2015. 1,977 funds tracked by Wall St. Rank hold KO as of Q4 2017.

Guardian Investment Management reported no remaining Coca-Cola position as of Q4 2017 after selling out during the quarter.
Guardian Investment Management sold 10,580 Coca-Cola shares in Q4 2017, an estimated $481K.
Guardian Investment Management first reported a position in Coca-Cola in Q4 2014 and held it in 12 quarters.
Guardian Investment Management's Coca-Cola position peaked at $909K in Q2 2015.
1,977 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2017.

Based on Guardian Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.