RFS
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Rockefeller Financial Services’s Coca-Cola KO Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$781K Sell
17,031
-6,500
-28% -$299K 0.01% 251
2017
Q3 		$1.06M Hold
23,531
– – 0.02% 205
2017
Q2 		$1.05M Sell
23,531
-4,046
-15% -$179K 0.02% 183
2017
Q1 		$1.17M Sell
27,577
-11,992
-30% -$500K 0.02% 177
2016
Q4 		$1.64M Hold
39,569
– – 0.03% 159
2016
Q3 		$1.68M Sell
39,569
-4,281
-10% -$188K 0.04% 152
2016
Q2 		$1.99M Sell
43,850
-3,541
-7% -$160K 0.04% 147
2016
Q1 		$2.2M Buy
47,391
+2,026
+4% +$88.2K 0.04% 138
2015
Q4 		$1.95M Buy
45,365
+1,515
+3% +$64.3K 0.04% 155
2015
Q3 		$1.76M Buy
43,850
+13,000
+42% +$521K 0.04% 159
2015
Q2 		$1.21M Sell
30,850
-444
-1% -$18.1K 0.03% 179
2015
Q1 		$1.27M Sell
31,294
-1,200
-4% -$50.2K 0.03% 179
2014
Q4 		$1.37M Sell
32,494
-5,168
-14% -$221K 0.03% 173
2014
Q3 		$1.61M Sell
37,662
-23,535
-38% -$973K 0.04% 179
2014
Q2 		$2.59M Sell
61,197
-3,155
-5% -$128K 0.06% 165
2014
Q1 		$2.49M Sell
64,352
-229,313
-78% -$8.86M 0.05% 174
2013
Q4 		$12.1M Buy
293,665
+251,552
+597% +$9.92M 0.26% 96
2013
Q3 		$1.59M Hold
42,113
– – 0.04% 202
2013
Q2 		$1.69M Buy
+42,113
New +$1.74M 0.04% 194

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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return