LaSalle Street Capital Management’s Coca-Cola KO Stock Holding History

LaSalle Street Capital 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
2019 Q3	$1.24M	Sell	22,812 -800	-3%	-$42.8K	1.44%	24
2019 Q2	$1.2M	Hold	23,612	–	–	1.41%	24
2019 Q1	$1.11M	Sell	23,612 -300	-1%	-$14K	1.3%	25
2018 Q4	$1.13M	Hold	23,912	–	–	1.63%	18
2018 Q3	$1.1M	Sell	23,912 -10,414	-30%	-$476K	1.29%	28
2018 Q2	$1.51M	Sell	34,326 -13,530	-28%	-$584K	1.5%	18
2018 Q1	$2.08M	Hold	47,856	–	–	1.65%	16
2017 Q4	$2.2M	Hold	47,856	–	–	1.51%	20
2017 Q3	$2.15M	Hold	47,856	–	–	1.58%	20
2017 Q2	$2.15M	Hold	47,856	–	–	1.75%	18
2017 Q1	$2.03M	Sell	47,856 -202	-0.4%	-$8.43K	1.69%	19
2016 Q4	$1.99M	Hold	48,058	–	–	1.77%	20
2016 Q3	$2.03M	Hold	48,058	–	–	1.88%	19
2016 Q2	$2.18M	Hold	48,058	–	–	2.08%	14
2016 Q1	$2.23M	Hold	48,058	–	–	2.19%	13
2015 Q4	$2.06M	Sell	48,058 -1,945	-4%	-$82.5K	2.05%	15
2015 Q3	$2.01M	Hold	50,003	–	–	2.13%	13
2015 Q2	$1.96M	Buy	+50,003	New	+$2.03M	1.91%	15

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

LaSalle Street Capital Management's KO Position: Q3 2019 in Review

LaSalle Street Capital Management reduced its Coca-Cola (KO) stake by 3.4% in Q3 2019, selling an estimated $42.8K and leaving 22,812 shares worth $1.24M. The position accounts for 1.44% of the portfolio, ranked #24.

LaSalle Street Capital Management first reported a position in KO in Q2 2015 and has held it in 18 quarters since. The position peaked at $2.23M in Q1 2016. 2,121 funds tracked by Wall St. Rank hold KO as of Q3 2019.

LaSalle Street Capital Management held 22,812 shares of Coca-Cola worth $1.24M as of Q3 2019.
LaSalle Street Capital Management sold 800 Coca-Cola shares in Q3 2019, an estimated $42.8K.
Coca-Cola made up 1.44% of LaSalle Street Capital Management's portfolio in Q3 2019, its #24 holding.
LaSalle Street Capital Management first reported a position in Coca-Cola in Q2 2015 and has held it in 18 quarters since.
LaSalle Street Capital Management's Coca-Cola position peaked at $2.23M in Q1 2016.
2,121 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on LaSalle Street Capital Management's 13F filing for Q3 2019, filed 28 Oct 2019.