UBWV
KO icon

United Bank (West Virginia)’s Coca-Cola KO Stock Holding History

United Bank (West Virginia)’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
Q3 		$1.12M Hold
24,795
– – 0.44% 38
2017
Q2 		$1.11M Sell
24,795
-10,948
-31% -$484K 0.47% 38
2017
Q1 		$1.52M Sell
35,743
-5
-0% -$209 0.66% 35
2016
Q4 		$1.48M Sell
35,748
-200
-0.6% -$8.32K 0.66% 32
2016
Q3 		$1.52M Sell
35,948
-1,866
-5% -$81.8K 0.7% 34
2016
Q2 		$1.71M Buy
37,814
+1,338
+4% +$60.5K 0.79% 32
2016
Q1 		$1.69M Sell
36,476
-2,420
-6% -$105K 0.77% 34
2015
Q4 		$1.67M Hold
38,896
– – 0.8% 29
2015
Q3 		$1.56M Buy
38,896
+504
+1% +$20.2K 0.81% 27
2015
Q2 		$1.51M Hold
38,392
– – 0.67% 26
2015
Q1 		$1.56M Sell
38,392
-6,000
-14% -$251K 0.66% 30
2014
Q4 		$1.88M Sell
44,392
-1,912
-4% -$81.7K 0.7% 27
2014
Q3 		$1.98M Sell
46,304
-7,874
-15% -$326K 0.75% 27
2014
Q2 		$2.29M Sell
54,178
-11,672
-18% -$474K 0.86% 23
2014
Q1 		$2.55M Sell
65,850
-101,065
-61% -$3.9M 1% 23
2013
Q4 		$6.89M Buy
166,915
+3,848
+2% +$152K 2.74% 7
2013
Q3 		$6.18M Buy
163,067
+7,602
+5% +$300K 2.65% 7
2013
Q2 		$6.24M Buy
+155,465
New +$6.44M 2.81% 7

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Bank (West Virginia)'s KO Position: Q3 2017 in Review

United Bank (West Virginia) held its Coca-Cola (KO) position steady in Q3 2017 at 24,795 shares worth $1.12M. The position accounts for 0.44% of the portfolio, ranked #38.

United Bank (West Virginia) first reported a position in KO in Q2 2013 and has held it in 18 quarters since. The position peaked at $6.89M in Q4 2013. 1,802 funds tracked by Wall St. Rank hold KO as of Q3 2017.

  • United Bank (West Virginia) held 24,795 shares of Coca-Cola worth $1.12M as of Q3 2017.
  • United Bank (West Virginia) left its Coca-Cola share count unchanged in Q3 2017.
  • Coca-Cola made up 0.44% of United Bank (West Virginia)'s portfolio in Q3 2017, its #38 holding.
  • United Bank (West Virginia) first reported a position in Coca-Cola in Q2 2013 and has held it in 18 quarters since.
  • United Bank (West Virginia)'s Coca-Cola position peaked at $6.89M in Q4 2013.
  • 1,802 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.