JWBC
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John W. Bristol & Co’s Coca-Cola KO Stock Holding History

John W. Bristol & Co’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
Q1 		– Sell
-200
Closed -$11K – 57
2019
Q4 		$11K Hold
200
– – ﹤0.01% 67
2019
Q3 		$11K Hold
200
– – ﹤0.01% 67
2019
Q2 		$10K Hold
200
– – ﹤0.01% 70
2019
Q1 		$9K Hold
200
– – ﹤0.01% 71
2018
Q4 		$9K Buy
+200
New +$9.57K ﹤0.01% 86
2014
Q2 		– Sell
-2,395,906
Closed -$92.6M – 62
2014
Q1 		$92.6M Sell
2,395,906
-31,354
-1% -$1.21M 1.62% 40
2013
Q4 		$100M Sell
2,427,260
-96,245
-4% -$3.8M 1.78% 35
2013
Q3 		$95.6M Sell
2,523,505
-180,274
-7% -$7.13M 1.79% 33
2013
Q2 		$108M Buy
+2,703,779
New +$112M 1.98% 23

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Fidelity Investments
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Geode Capital Management
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Northern Trust
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return