WCF
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West Coast Financial’s Coca-Cola KO Stock Holding History

West Coast Financial’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
2019
Q4 		– Sell
-4,674
Closed -$254K – 107
2019
Q3 		$254K Buy
4,674
+3
+0.1% +$161 0.06% 101
2019
Q2 		$238K Sell
4,671
-1,417
-23% -$69.4K 0.05% 100
2019
Q1 		$285K Sell
6,088
-1,480
-20% -$69.2K 0.07% 100
2018
Q4 		$358K Sell
7,568
-664
-8% -$31.8K 0.1% 87
2018
Q3 		$380K Buy
8,232
+629
+8% +$28.7K 0.09% 111
2018
Q2 		$333K Sell
7,603
-561
-7% -$24.2K 0.09% 89
2018
Q1 		$355K Buy
8,164
+1,932
+31% +$86.8K 0.1% 88
2017
Q4 		$286K Sell
6,232
-959
-13% -$44.1K 0.08% 96
2017
Q3 		$324K Buy
7,191
+239
+3% +$10.9K 0.09% 113
2017
Q2 		$312K Sell
6,952
-524
-7% -$23.2K 0.1% 92
2017
Q1 		$317K Sell
7,476
-472
-6% -$19.7K 0.1% 100
2016
Q4 		$324K Buy
7,948
+295
+4% +$12.3K 0.1% 101
2016
Q3 		$324K Buy
7,653
+2,792
+57% +$122K 0.1% 104
2016
Q2 		$220K Buy
+4,861
New +$220K 0.08% 104
2015
Q3 		– Sell
-6,353
Closed -$249K – 95
2015
Q2 		$249K Buy
6,353
+9
+0.1% +$366 0.11% 84
2015
Q1 		$257K Buy
+6,344
New +$265K 0.12% 83
2014
Q3 		– Sell
-5,155
Closed -$218K – 89
2014
Q2 		$218K Sell
5,155
-3,361
-39% -$136K 0.11% 86
2014
Q1 		$329K Buy
8,516
+840
+11% +$32.5K 0.17% 81
2013
Q4 		$317K Buy
7,676
+16
+0.2% +$631 0.16% 79
2013
Q3 		$290K Buy
7,660
+107
+1% +$4.23K 0.16% 79
2013
Q2 		$303K Buy
+7,553
New +$313K 0.17% 82

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Coast Financial's KO Position: Q4 2019 in Review

West Coast Financial sold out of Coca-Cola (KO) in Q4 2019, closing a stake of 4,674 shares — an estimated $254K sold.

West Coast Financial first reported a position in KO in Q2 2013 and held it in 21 quarters. The position peaked at $380K in Q3 2018. 2,300 funds tracked by Wall St. Rank hold KO as of Q4 2019.

  • West Coast Financial reported no remaining Coca-Cola position as of Q4 2019 after selling out during the quarter.
  • West Coast Financial sold 4,674 Coca-Cola shares in Q4 2019, an estimated $254K.
  • West Coast Financial first reported a position in Coca-Cola in Q2 2013 and held it in 21 quarters.
  • West Coast Financial's Coca-Cola position peaked at $380K in Q3 2018.
  • 2,300 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2019.

Based on West Coast Financial's 13F filing for Q4 2019, filed 17 Jan 2020.