Watermark Asset Management’s Coca-Cola KO Stock Holding History

Watermark Asset 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
2018 Q4	$39K	Hold	828	–	–	0.02%	103
2018 Q3	$38K	Hold	828	–	–	0.02%	107
2018 Q2	$36K	Hold	828	–	–	0.02%	107
2018 Q1	$36K	Hold	828	–	–	0.01%	110
2017 Q4	$38K	Hold	828	–	–	0.02%	109
2017 Q3	$37K	Hold	828	–	–	0.02%	110
2017 Q2	$37K	Hold	828	–	–	0.02%	108
2017 Q1	$35K	Buy	+828	New	+$34.5K	0.02%	110

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Watermark Asset Management's KO Position: Q4 2018 in Review

Watermark Asset Management held its Coca-Cola (KO) position steady in Q4 2018 at 828 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #103.

Watermark Asset Management first reported a position in KO in Q1 2017 and has held it in 8 quarters since. 2,086 funds tracked by Wall St. Rank hold KO as of Q4 2018.

Watermark Asset Management held 828 shares of Coca-Cola worth $39K as of Q4 2018.
Watermark Asset Management left its Coca-Cola share count unchanged in Q4 2018.
Coca-Cola made up 0.02% of Watermark Asset Management's portfolio in Q4 2018, its #103 holding.
Watermark Asset Management first reported a position in Coca-Cola in Q1 2017 and has held it in 8 quarters since.
2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.