Howard Capital Management (New York)’s Coca-Cola KO Stock Holding History

Howard Capital Management (New York)’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
2020 Q4	$17.9M	Buy	326,044 +4,926	+2%	+$255K	2.01%	25
2020 Q3	$15.9M	Buy	321,118 +2,052	+0.6%	+$98.7K	2%	26
2020 Q2	$14.3M	Buy	319,066 +10,205	+3%	+$470K	1.9%	25
2020 Q1	$13.7M	Sell	308,861 -7,992	-3%	-$432K	2.33%	16
2019 Q4	$17.5M	Sell	316,853 -1,015	-0.3%	-$54.6K	2.2%	18
2019 Q3	$17.3M	Sell	317,868 -3,166	-1%	-$170K	2.46%	14
2019 Q2	$16.3M	Sell	321,034 -962	-0.3%	-$47.1K	2.23%	17
2019 Q1	$15.1M	Buy	321,996 +9,264	+3%	+$433K	2.13%	15
2018 Q4	$14.8M	Buy	312,732 +2,993	+1%	+$143K	2.45%	12
2018 Q3	$14.3M	Buy	309,739 +3,393	+1%	+$155K	1.91%	21
2018 Q2	$13.4M	Buy	306,346 +13,025	+4%	+$563K	1.93%	23
2018 Q1	$12.7M	Buy	293,321 +14,890	+5%	+$669K	1.86%	26
2017 Q4	$12.8M	Buy	278,431 +4,135	+2%	+$190K	1.88%	24
2017 Q3	$12.3M	Buy	274,296 +8,845	+3%	+$402K	1.9%	24
2017 Q2	$11.9M	Buy	265,451 +18,891	+8%	+$835K	1.87%	25
2017 Q1	$10.5M	Buy	246,560 +14,635	+6%	+$610K	1.75%	27
2016 Q4	$9.62M	Buy	231,925 +2,390	+1%	+$99.5K	1.71%	27
2016 Q3	$9.71M	Buy	229,535 +1,910	+0.8%	+$83.7K	1.76%	29
2016 Q2	$10.3M	Buy	227,625 +2,415	+1%	+$109K	1.98%	23
2016 Q1	$10.4M	Sell	225,210 -2,333	-1%	-$102K	2.05%	21
2015 Q4	$9.78M	Sell	227,543 -2,055	-0.9%	-$87.2K	1.92%	22
2015 Q3	$9.21M	Buy	229,598 +1,919	+0.8%	+$76.9K	1.87%	23
2015 Q2	$8.93M	Sell	227,679 -264	-0.1%	-$10.7K	1.7%	25
2015 Q1	$9.24M	Buy	227,943 +1,728	+0.8%	+$72.3K	1.78%	25
2014 Q4	$9.55M	Sell	226,215 -2,273	-1%	-$97.1K	1.83%	24
2014 Q3	$9.75M	Sell	228,488 -1,034	-0.5%	-$42.7K	1.94%	20
2014 Q2	$9.72M	Sell	229,522 -7,113	-3%	-$289K	1.91%	21
2014 Q1	$9.15M	Buy	236,635 +2,557	+1%	+$98.8K	1.8%	21
2013 Q4	$9.67M	Sell	234,078 -60,458	-21%	-$2.38M	1.99%	22
2013 Q3	$11.2M	Buy	294,536 +8,909	+3%	+$352K	2.73%	10
2013 Q2	$11.5M	Buy	+285,627	New	+$11.8M	3%	8

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Howard Capital Management (New York)'s KO Position: Q4 2020 in Review

Howard Capital Management (New York) increased its Coca-Cola (KO) stake by 1.5% in Q4 2020, buying an estimated $255K and bringing the position to 326,044 shares worth $17.9M. The position accounts for 2.01% of the portfolio, ranked #25.

Howard Capital Management (New York) first reported a position in KO in Q2 2013 and has held it in 31 quarters since. 2,475 funds tracked by Wall St. Rank hold KO as of Q4 2020.

Howard Capital Management (New York) held 326,044 shares of Coca-Cola worth $17.9M as of Q4 2020.
Howard Capital Management (New York) bought 4,926 Coca-Cola shares in Q4 2020, an estimated $255K.
Coca-Cola made up 2.01% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #25 holding.
Howard Capital Management (New York) first reported a position in Coca-Cola in Q2 2013 and has held it in 31 quarters since.
2,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.