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Lourd Capital’s Coca-Cola KO Stock Holding History

Lourd Capital’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
Q2 		$1.45M Buy
28,562
+924
+3% +$45.3K 0.14% 28
2019
Q1 		$1.29M Sell
27,638
-4,365
-14% -$204K 0.13% 29
2018
Q4 		$1.51M Buy
32,003
+1,161
+4% +$55.6K 0.12% 42
2018
Q3 		$1.43M Buy
30,842
+373
+1% +$17K 0.09% 42
2018
Q2 		$1.34M Buy
30,469
+490
+2% +$21.2K 0.19% 40
2018
Q1 		$1.3M Sell
29,979
-5,549
-16% -$249K 0.18% 43
2017
Q4 		$1.63M Buy
35,528
+3,028
+9% +$139K 0.11% 47
2017
Q3 		$1.46M Buy
32,500
+113
+0.3% +$5.14K 0.13% 29
2017
Q2 		$1.45M Buy
32,387
+242
+0.8% +$10.7K 0.14% 27
2017
Q1 		$1.36M Sell
32,145
-214
-0.7% -$8.93K 0.13% 27
2016
Q4 		$1.34M Sell
32,359
-1,088
-3% -$45.3K 0.13% 27
2016
Q3 		$1.42M Sell
33,447
-1,368
-4% -$59.9K 0.16% 25
2016
Q2 		$1.58M Buy
34,815
+551
+2% +$24.9K 0.44% 23
2016
Q1 		$1.59M Buy
34,264
+1,371
+4% +$59.7K 0.17% 24
2015
Q4 		$1.41M Buy
32,893
+1,033
+3% +$43.8K 0.15% 30
2015
Q3 		$1.28M Buy
31,860
+127
+0.4% +$5.09K 0.14% 30
2015
Q2 		$1.25M Buy
31,733
+212
+0.7% +$8.62K 0.13% 32
2015
Q1 		$1.28M Buy
31,521
+272
+0.9% +$11.4K 0.12% 33
2014
Q4 		$1.32M Buy
31,249
+164
+0.5% +$7K 0.12% 34
2014
Q3 		$1.33M Buy
31,085
+174
+0.6% +$7.19K 0.13% 32
2014
Q2 		$1.31M Buy
30,911
+105
+0.3% +$4.26K 0.14% 33
2014
Q1 		$1.19M Hold
30,806
– – 0.13% 33
2013
Q4 		$1.27M Buy
30,806
+12
+0% +$473 0.14% 31
2013
Q3 		$1.17M Hold
30,794
– – 0.14% 36
2013
Q2 		$1.24M Buy
+30,794
New +$1.27M 0.15% 30

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lourd Capital's KO Position: Q2 2019 in Review

Lourd Capital increased its Coca-Cola (KO) stake by 3.3% in Q2 2019, buying an estimated $45.3K and bringing the position to 28,562 shares worth $1.45M. The position accounts for 0.14% of the portfolio, ranked #28.

Lourd Capital first reported a position in KO in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.63M in Q4 2017. 2,098 funds tracked by Wall St. Rank hold KO as of Q2 2019.

  • Lourd Capital held 28,562 shares of Coca-Cola worth $1.45M as of Q2 2019.
  • Lourd Capital bought 924 Coca-Cola shares in Q2 2019, an estimated $45.3K.
  • Coca-Cola made up 0.14% of Lourd Capital's portfolio in Q2 2019, its #28 holding.
  • Lourd Capital first reported a position in Coca-Cola in Q2 2013 and has held it in 25 quarters since.
  • Lourd Capital's Coca-Cola position peaked at $1.63M in Q4 2017.
  • 2,098 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.