Sunflower Bank Wealth Management’s Coca-Cola KO Stock Holding History

Sunflower Bank Wealth 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
2020 Q3	$5.43M	Buy	109,935 +670	+0.6%	+$32.2K	1.82%	10
2020 Q2	$4.88M	Buy	109,265 +1,180	+1%	+$54.4K	1.64%	13
2020 Q1	$4.78M	Hold	108,085	–	–	1.82%	10
2019 Q4	$5.98M	Sell	108,085 -755	-0.7%	-$40.6K	1.83%	12
2019 Q3	$5.92M	Buy	108,840 +210	+0.2%	+$11.2K	1.89%	11
2019 Q2	$5.53M	Sell	108,630 -1,075	-1%	-$52.7K	1.78%	12
2019 Q1	$5.14M	Sell	109,705 -200	-0.2%	-$9.35K	1.55%	14
2018 Q4	$5.2M	Sell	109,905 -1,975	-2%	-$94.5K	1.67%	11
2018 Q3	$5.17M	Hold	111,880	–	–	1.46%	14
2018 Q2	$4.91M	Hold	111,880	–	–	1.43%	17
2018 Q1	$4.86M	Sell	111,880 -790	-0.7%	-$35.5K	1.34%	16
2017 Q4	$5.17M	Buy	112,670 +5,750	+5%	+$264K	1.39%	14
2017 Q3	$4.81M	Hold	106,920	–	–	1.74%	10
2017 Q2	$4.79M	Sell	106,920 -3,228	-3%	-$143K	1.63%	11
2017 Q1	$4.67M	Buy	110,148 +2,900	+3%	+$121K	1.59%	13
2016 Q4	$4.45M	Sell	107,248 -200	-0.2%	-$8.32K	1.59%	11
2016 Q3	$4.55M	Sell	107,448 -832	-0.8%	-$36.5K	1.66%	11
2016 Q2	$4.91M	Hold	108,280	–	–	1.72%	11
2016 Q1	$5.02M	Sell	108,280 -1,190	-1%	-$51.8K	1.79%	12
2015 Q4	$4.7M	Sell	109,470 -160	-0.1%	-$6.79K	1.65%	13
2015 Q3	$4.4M	Sell	109,630 -200	-0.2%	-$8.01K	1.6%	13
2015 Q2	$4.31M	Sell	109,830 -282	-0.3%	-$11.5K	1.47%	16
2015 Q1	$4.46M	Sell	110,112 -1,200	-1%	-$50.2K	1.47%	14
2014 Q4	$4.7M	Sell	111,312 -300	-0.3%	-$12.8K	1.5%	12
2014 Q3	$4.76M	Sell	111,612 -850	-0.8%	-$35.1K	1.62%	12
2014 Q2	$4.76M	Sell	112,462 -280	-0.2%	-$11.4K	1.94%	10
2014 Q1	$4.36M	Hold	112,742	–	–	2.11%	10
2013 Q4	$4.66M	Buy	112,742 +2,400	+2%	+$94.7K	2.35%	9
2013 Q3	$4.18M	Buy	110,342 +1,410	+1%	+$55.7K	2.27%	8
2013 Q2	$4.37M	Buy	+108,932	New	+$4.51M	2.37%	7

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sunflower Bank Wealth Management's KO Position: Q3 2020 in Review

Sunflower Bank Wealth Management increased its Coca-Cola (KO) stake by 0.61% in Q3 2020, buying an estimated $32.2K and bringing the position to 109,935 shares worth $5.43M. The position accounts for 1.82% of the portfolio, ranked #10.

Sunflower Bank Wealth Management first reported a position in KO in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.98M in Q4 2019. 2,300 funds tracked by Wall St. Rank hold KO as of Q3 2020.

Sunflower Bank Wealth Management held 109,935 shares of Coca-Cola worth $5.43M as of Q3 2020.
Sunflower Bank Wealth Management bought 670 Coca-Cola shares in Q3 2020, an estimated $32.2K.
Coca-Cola made up 1.82% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #10 holding.
Sunflower Bank Wealth Management first reported a position in Coca-Cola in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's Coca-Cola position peaked at $5.98M in Q4 2019.
2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.