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National Planning Corporation’s Coca-Cola KO Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-62,831
Closed -$2.83M – 357
2017
Q3 		$2.83M Buy
62,831
+1,384
+2% +$63K 0.24% 93
2017
Q2 		$2.75M Sell
61,447
-120
-0.2% -$5.3K 0.21% 109
2017
Q1 		$2.63M Buy
61,567
+13,919
+29% +$581K 0.2% 113
2016
Q4 		$1.97M Sell
47,648
-970
-2% -$40.4K 0.15% 139
2016
Q3 		$2.06M Buy
48,618
+4,961
+11% +$217K 0.16% 133
2016
Q2 		$1.9M Buy
43,657
+332
+0.8% +$15K 0.15% 149
2016
Q1 		$1.96M Sell
43,325
-15,633
-27% -$680K 0.17% 132
2015
Q4 		$2.5M Buy
58,958
+19,184
+48% +$814K 0.21% 111
2015
Q3 		$1.67M Buy
39,774
+2,290
+6% +$91.7K 0.15% 146
2015
Q2 		$1.55M Sell
37,484
-359
-0.9% -$14.6K 0.14% 155
2015
Q1 		$1.54M Sell
37,843
-22,990
-38% -$962K 0.14% 152
2014
Q4 		$2.62M Sell
60,833
-1,190
-2% -$50.8K 0.19% 103
2014
Q3 		$2.67M Sell
62,023
-961
-2% -$39.7K 0.2% 94
2014
Q2 		$2.67M Buy
62,984
+516
+0.8% +$20.9K 0.21% 94
2014
Q1 		$2.39M Buy
62,468
+2,062
+3% +$79.7K 0.21% 98
2013
Q4 		$2.49M Buy
60,406
+15,454
+34% +$610K 0.22% 102
2013
Q3 		$1.72M Buy
44,952
+17,577
+64% +$695K 0.17% 136
2013
Q2 		$1.09M Buy
+27,375
New +$1.13M 0.14% 165

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

National Planning Corporation's KO Position: Q4 2017 in Review

National Planning Corporation sold out of Coca-Cola (KO) in Q4 2017, closing a stake of 62,831 shares — an estimated $2.83M sold.

National Planning Corporation first reported a position in KO in Q2 2013 and held it in 18 quarters. The position peaked at $2.83M in Q3 2017. 1,977 funds tracked by Wall St. Rank hold KO as of Q4 2017.

  • National Planning Corporation reported no remaining Coca-Cola position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 62,831 Coca-Cola shares in Q4 2017, an estimated $2.83M.
  • National Planning Corporation first reported a position in Coca-Cola in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Coca-Cola position peaked at $2.83M in Q3 2017.
  • 1,977 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.