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Portfolio Strategies’s Coca-Cola KO Stock Holding History

Portfolio Strategies’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
-1,899
Closed -$88K – 124
2018
Q3 		$88K Hold
1,899
– – 0.05% 56
2018
Q2 		$83K Sell
1,899
-475
-20% -$20.5K 0.06% 55
2018
Q1 		$103K Hold
2,374
– – 0.08% 53
2017
Q4 		$109K Buy
+2,374
New +$109K 0.08% 57

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

Portfolio Strategies's KO Position: Q4 2018 in Review

Portfolio Strategies sold out of Coca-Cola (KO) in Q4 2018, closing a stake of 1,899 shares — an estimated $88K sold.

Portfolio Strategies first reported a position in KO in Q4 2017 and held it in 4 quarters. The position peaked at $109K in Q4 2017. 2,086 funds tracked by Wall St. Rank hold KO as of Q4 2018.

  • Portfolio Strategies reported no remaining Coca-Cola position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 1,899 Coca-Cola shares in Q4 2018, an estimated $88K.
  • Portfolio Strategies first reported a position in Coca-Cola in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's Coca-Cola position peaked at $109K in Q4 2017.
  • 2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.