MacGuire Cheswick & Tuttle Investment Counsel’s Coca-Cola KO Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
2018 Q4	$6.32M	Sell	133,509 -825	-0.6%	-$39.5K	1.32%	30
2018 Q3	$6.21M	Sell	134,334 -585	-0.4%	-$26.7K	1.07%	37
2018 Q2	$5.92M	Sell	134,919 -172	-0.1%	-$7.43K	1.09%	37
2018 Q1	$5.87M	Sell	135,091 -460	-0.3%	-$20.7K	1.09%	35
2017 Q4	$6.22M	Sell	135,551 -5,818	-4%	-$267K	1.13%	35
2017 Q3	$6.36M	Sell	141,369 -1,080	-0.8%	-$49.1K	1.25%	32
2017 Q2	$6.39M	Sell	142,449 -16,770	-11%	-$741K	1.3%	31
2017 Q1	$6.76M	Sell	159,219 -9,730	-6%	-$406K	1.31%	33
2016 Q4	$7M	Sell	168,949 -1,900	-1%	-$79.1K	1.44%	28
2016 Q3	$7.23M	Sell	170,849 -450	-0.3%	-$19.7K	1.62%	25
2016 Q2	$7.76M	Sell	171,299 -1,950	-1%	-$88.1K	1.73%	26
2016 Q1	$8.04M	Sell	173,249 -1,880	-1%	-$81.8K	1.87%	24
2015 Q4	$7.52M	Sell	175,129 -1,600	-0.9%	-$67.9K	1.69%	28
2015 Q3	$7.09M	Sell	176,729 -2,625	-1%	-$105K	1.73%	28
2015 Q2	$7.04M	Sell	179,354 -2,700	-1%	-$110K	1.57%	29
2015 Q1	$7.38M	Sell	182,054 -1,850	-1%	-$77.4K	1.67%	28
2014 Q4	$7.76M	Sell	183,904 -6,000	-3%	-$256K	1.74%	26
2014 Q3	$8.1M	Sell	189,904 -5,350	-3%	-$221K	1.89%	23
2014 Q2	$8.27M	Sell	195,254 -4,850	-2%	-$197K	1.92%	23
2014 Q1	$7.74M	Sell	200,104 -1,800	-0.9%	-$69.5K	1.87%	24
2013 Q4	$8.34M	Sell	201,904 -600	-0.3%	-$23.7K	2.01%	22
2013 Q3	$7.67M	Sell	202,504 -2,165	-1%	-$85.6K	2.11%	22
2013 Q2	$8.21M	Buy	+204,669	New	+$8.47M	2.35%	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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

MacGuire Cheswick & Tuttle Investment Counsel's KO Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel reduced its Coca-Cola (KO) stake by 0.61% in Q4 2018, selling an estimated $39.5K and leaving 133,509 shares worth $6.32M. The position accounts for 1.32% of the portfolio, ranked #30.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in KO in Q2 2013 and has held it in 23 quarters since. The position peaked at $8.34M in Q4 2013. 2,087 funds tracked by Wall St. Rank hold KO as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 133,509 shares of Coca-Cola worth $6.32M as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel sold 825 Coca-Cola shares in Q4 2018, an estimated $39.5K.
Coca-Cola made up 1.32% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #30 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in Coca-Cola in Q2 2013 and has held it in 23 quarters since.
MacGuire Cheswick & Tuttle Investment Counsel's Coca-Cola position peaked at $8.34M in Q4 2013.
2,087 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.