NFH
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NEXT Financial Holdings’s Coca-Cola KO Stock Holding History

NEXT Financial Holdings’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
Q1 		$525K Buy
+11,184
New +$523K 0.13% 108

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NEXT Financial Holdings's KO Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Coca-Cola (KO) in Q1 2019: 11,184 shares worth $525K. The stake represents 0.13% of the portfolio and ranks #108 among its holdings.

2,086 funds tracked by Wall St. Rank hold KO as of Q1 2019.

  • NEXT Financial Holdings held 11,184 shares of Coca-Cola worth $525K as of Q1 2019.
  • Coca-Cola was a new NEXT Financial Holdings position in Q1 2019.
  • Coca-Cola made up 0.13% of NEXT Financial Holdings's portfolio in Q1 2019, its #108 holding.
  • 2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.