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Saddle Road Partners’s Coca-Cola KO Stock Holding History

Saddle Road Partners’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
2016
Q4 		$1.33M Hold
32,186
– – 0.68% 35
2016
Q3 		$1.36M Hold
32,186
– – 0.77% 34
2016
Q2 		$1.46M Hold
32,186
– – 0.87% 32
2016
Q1 		$1.49M Hold
32,186
– – 0.95% 32
2015
Q4 		$1.38M Buy
+32,186
New +$1.37M 0.95% 35

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Saddle Road Partners's KO Position: Q4 2016 in Review

Saddle Road Partners held its Coca-Cola (KO) position steady in Q4 2016 at 32,186 shares worth $1.33M. The position accounts for 0.68% of the portfolio, ranked #35.

Saddle Road Partners first reported a position in KO in Q4 2015 and has held it in 5 quarters since. The position peaked at $1.49M in Q1 2016. 1,763 funds tracked by Wall St. Rank hold KO as of Q4 2016.

  • Saddle Road Partners held 32,186 shares of Coca-Cola worth $1.33M as of Q4 2016.
  • Saddle Road Partners left its Coca-Cola share count unchanged in Q4 2016.
  • Coca-Cola made up 0.68% of Saddle Road Partners's portfolio in Q4 2016, its #35 holding.
  • Saddle Road Partners first reported a position in Coca-Cola in Q4 2015 and has held it in 5 quarters since.
  • Saddle Road Partners's Coca-Cola position peaked at $1.49M in Q1 2016.
  • 1,763 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.