New Potomac Partners’s Coca-Cola KO Stock Holding History

New Potomac Partners’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 Q2	–	Sell	-107	Closed	-$5K	–	150
2018 Q1	$5K	Hold	107	–	–	﹤0.01%	142
2017 Q4	$5K	Buy	+107	New	+$4.92K	﹤0.01%	141

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New Potomac Partners's KO Position: Q2 2018 in Review

New Potomac Partners sold out of Coca-Cola (KO) in Q2 2018, closing a stake of 107 shares — an estimated $5K sold.

New Potomac Partners first reported a position in KO in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 1,941 funds tracked by Wall St. Rank hold KO as of Q2 2018.

New Potomac Partners reported no remaining Coca-Cola position as of Q2 2018 after selling out during the quarter.
New Potomac Partners sold 107 Coca-Cola shares in Q2 2018, an estimated $5K.
New Potomac Partners first reported a position in Coca-Cola in Q4 2017 and held it in 2 quarters.
New Potomac Partners's Coca-Cola position peaked at $5K in Q1 2018.
1,941 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2018.

Based on New Potomac Partners's 13F filing for Q2 2018, filed 3 Aug 2018.