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Welch Investments’s Coca-Cola KO Stock Holding History

Welch Investments’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 		$159K Buy
3,455
+100
+3% +$4.6K 0.1% 44
2017
Q3 		$151K Sell
3,355
-142
-4% -$6.46K 0.1% 43
2017
Q2 		$157K Hold
3,497
– – 0.12% 42
2017
Q1 		$148K Buy
3,497
+733
+27% +$30.6K 0.12% 42
2016
Q4 		$115K Buy
+2,764
New +$115K 0.1% 44

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Welch Investments's KO Position: Q4 2017 in Review

Welch Investments increased its Coca-Cola (KO) stake by 3% in Q4 2017, buying an estimated $4.6K and bringing the position to 3,455 shares worth $159K. The position accounts for 0.1% of the portfolio, ranked #44.

Welch Investments first reported a position in KO in Q4 2016 and has held it in 5 quarters since. 1,976 funds tracked by Wall St. Rank hold KO as of Q4 2017.

  • Welch Investments held 3,455 shares of Coca-Cola worth $159K as of Q4 2017.
  • Welch Investments bought 100 Coca-Cola shares in Q4 2017, an estimated $4.6K.
  • Coca-Cola made up 0.1% of Welch Investments's portfolio in Q4 2017, its #44 holding.
  • Welch Investments first reported a position in Coca-Cola in Q4 2016 and has held it in 5 quarters since.
  • 1,976 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.