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MacNealy Hoover Investment Management’s Coca-Cola KO Stock Holding History

MacNealy Hoover Investment 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 		$2.07M Sell
38,036
-886
-2% -$47.4K 1.68% 22
2019
Q2 		$1.98M Buy
38,922
+653
+2% +$32K 1.5% 26
2019
Q1 		$1.79M Buy
38,269
+190
+0.5% +$8.89K 1.38% 27
2018
Q4 		$1.8M Sell
38,079
-992
-3% -$47.5K 1.57% 23
2018
Q3 		$1.8M Sell
39,071
-196
-0.5% -$8.96K 1.33% 27
2018
Q2 		$1.72M Buy
39,267
+4
+0% +$173 1.34% 27
2018
Q1 		$1.71M Sell
39,263
-500
-1% -$22.5K 1.36% 30
2017
Q4 		$1.82M Sell
39,763
-1,518
-4% -$69.8K 1.32% 29
2017
Q3 		$1.86M Buy
41,281
+3
+0% +$136 1.34% 28
2017
Q2 		$1.85M Buy
41,278
+4
+0% +$177 1.41% 24
2017
Q1 		$1.75M Buy
41,274
+300
+0.7% +$12.5K 1.34% 24
2016
Q4 		$1.7M Sell
40,974
-1,053
-3% -$43.8K 1.31% 26
2016
Q3 		$1.78M Sell
42,027
-746
-2% -$32.7K 1.43% 21
2016
Q2 		$1.94M Sell
42,773
-447
-1% -$20.2K 1.56% 16
2016
Q1 		$2M Buy
43,220
+375
+0.9% +$16.3K 1.63% 16
2015
Q4 		$1.84M Sell
42,845
-218
-0.5% -$9.25K 1.55% 18
2015
Q3 		$1.73M Sell
43,063
-487
-1% -$19.5K 1.55% 20
2015
Q2 		$1.71M Sell
43,550
-397
-0.9% -$16.1K 1.4% 26
2015
Q1 		$1.78M Hold
43,947
– – 1.55% 22
2014
Q4 		$1.85M Sell
43,947
-794
-2% -$33.9K 1.58% 21
2014
Q3 		$1.91M Sell
44,741
-300
-0.7% -$12.4K 1.68% 20
2014
Q2 		$1.91M Sell
45,041
-500
-1% -$20.3K 1.67% 20
2014
Q1 		$1.76M Buy
45,541
+2,335
+5% +$90.2K 1.58% 22
2013
Q4 		$1.78M Buy
+43,206
New +$1.7M 1.66% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MacNealy Hoover Investment Management's KO Position: Q3 2019 in Review

MacNealy Hoover Investment Management reduced its Coca-Cola (KO) stake by 2.3% in Q3 2019, selling an estimated $47.4K and leaving 38,036 shares worth $2.07M. The position accounts for 1.68% of the portfolio, ranked #22.

MacNealy Hoover Investment Management first reported a position in KO in Q4 2013 and has held it in 24 quarters since. 2,121 funds tracked by Wall St. Rank hold KO as of Q3 2019.

  • MacNealy Hoover Investment Management held 38,036 shares of Coca-Cola worth $2.07M as of Q3 2019.
  • MacNealy Hoover Investment Management sold 886 Coca-Cola shares in Q3 2019, an estimated $47.4K.
  • Coca-Cola made up 1.68% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #22 holding.
  • MacNealy Hoover Investment Management first reported a position in Coca-Cola in Q4 2013 and has held it in 24 quarters since.
  • 2,121 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.