NCM
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Northstar Capital Management’s Coca-Cola KO Stock Holding History

Northstar Capital 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
2018
Q4 		– Sell
-100
Closed -$5K – 89
2018
Q3 		$5K Buy
+100
New +$4.57K ﹤0.01% 83

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

Northstar Capital Management's KO Position: Q4 2018 in Review

Northstar Capital Management sold out of Coca-Cola (KO) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Northstar Capital Management first reported a position in KO in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 2,086 funds tracked by Wall St. Rank hold KO as of Q4 2018.

  • Northstar Capital Management reported no remaining Coca-Cola position as of Q4 2018 after selling out during the quarter.
  • Northstar Capital Management sold 100 Coca-Cola shares in Q4 2018, an estimated $5K.
  • Northstar Capital Management first reported a position in Coca-Cola in Q3 2018 and held it in 1 quarter.
  • Northstar Capital Management's Coca-Cola position peaked at $5K in Q3 2018.
  • 2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2018.

Based on Northstar Capital Management's 13F filing for Q4 2018, filed 25 Jan 2019.