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Harfst & Associates’s Coca-Cola KO Stock Holding History

Harfst & Associates’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
-200
Closed -$8K – 153
2017
Q2 		$8K Sell
200
-251
-56% -$11.1K ﹤0.01% 197
2017
Q1 		$19K Buy
+451
New +$18.8K 0.01% 188
2016
Q1 		– Sell
-2,124
Closed -$91K – 159
2015
Q4 		$91K Buy
2,124
+48
+2% +$2.04K 0.04% 148
2015
Q3 		$83K Sell
2,076
-148
-7% -$5.93K 0.04% 151
2015
Q2 		$87K Buy
+2,224
New +$90.5K 0.05% 135

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

Harfst & Associates's KO Position: Q3 2017 in Review

Harfst & Associates sold out of Coca-Cola (KO) in Q3 2017, closing a stake of 200 shares — an estimated $8K sold.

Harfst & Associates first reported a position in KO in Q2 2015 and held it in 5 quarters. The position peaked at $91K in Q4 2015. 1,801 funds tracked by Wall St. Rank hold KO as of Q3 2017.

  • Harfst & Associates reported no remaining Coca-Cola position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 200 Coca-Cola shares in Q3 2017, an estimated $8K.
  • Harfst & Associates first reported a position in Coca-Cola in Q2 2015 and held it in 5 quarters.
  • Harfst & Associates's Coca-Cola position peaked at $91K in Q4 2015.
  • 1,801 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.