PIA
KO icon

Peachtree Investment Advisors’s Coca-Cola KO Stock Holding History

Peachtree Investment Advisors’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 		$841K Hold
17,765
– – 0.65% 34
2018
Q3 		$821K Sell
17,765
-135
-0.8% -$6.17K 0.56% 34
2018
Q2 		$785K Sell
17,900
-2,000
-10% -$86.4K 0.57% 34
2018
Q1 		$864K Sell
19,900
-315
-2% -$14.1K 0.65% 30
2017
Q4 		$927K Sell
20,215
-260
-1% -$12K 0.71% 33
2017
Q3 		$922K Sell
20,475
-800
-4% -$36.4K 0.79% 34
2017
Q2 		$954K Sell
21,275
-2,390
-10% -$106K 0.82% 39
2017
Q1 		$1M Sell
23,665
-2,920
-11% -$122K 0.92% 34
2016
Q4 		$1.1M Hold
26,585
– – 1.08% 31
2016
Q3 		$1.13M Sell
26,585
-1,970
-7% -$86.3K 1.1% 31
2016
Q2 		$1.29M Sell
28,555
-180
-0.6% -$8.13K 1.32% 29
2016
Q1 		$1.33M Hold
28,735
– – 1.34% 27
2015
Q4 		$1.23M Buy
28,735
+3,102
+12% +$132K 1.29% 27
2015
Q3 		$1.03M Sell
25,633
-6,829
-21% -$274K 1.07% 32
2015
Q2 		$1.27M Sell
32,462
-776
-2% -$31.6K 0.95% 29
2015
Q1 		$1.35M Sell
33,238
-3,967
-11% -$166K 0.97% 26
2014
Q4 		$1.27M Sell
37,205
-18,711
-33% -$799K 0.85% 25
2014
Q3 		$2.38M Sell
55,916
-1,803
-3% -$74.5K 1.59% 10
2014
Q2 		$2.44M Buy
57,719
+10,288
+22% +$417K 1.63% 15
2014
Q1 		$1.83M Sell
47,431
-1,000
-2% -$38.6K 1.25% 21
2013
Q4 		$2M Buy
+48,431
New +$1.91M 1.36% 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
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

Peachtree Investment Advisors's KO Position: Q4 2018 in Review

Peachtree Investment Advisors held its Coca-Cola (KO) position steady in Q4 2018 at 17,765 shares worth $841K. The position accounts for 0.65% of the portfolio, ranked #34.

Peachtree Investment Advisors first reported a position in KO in Q4 2013 and has held it in 21 quarters since. The position peaked at $2.44M in Q2 2014. 2,087 funds tracked by Wall St. Rank hold KO as of Q4 2018.

  • Peachtree Investment Advisors held 17,765 shares of Coca-Cola worth $841K as of Q4 2018.
  • Peachtree Investment Advisors left its Coca-Cola share count unchanged in Q4 2018.
  • Coca-Cola made up 0.65% of Peachtree Investment Advisors's portfolio in Q4 2018, its #34 holding.
  • Peachtree Investment Advisors first reported a position in Coca-Cola in Q4 2013 and has held it in 21 quarters since.
  • Peachtree Investment Advisors's Coca-Cola position peaked at $2.44M in Q2 2014.
  • 2,087 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.