Winfield Associates’s Coca-Cola KO Stock Holding History

Winfield Associates’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 Q1	–	Sell	-3,376	Closed	-$157K	–	399
2017 Q4	$157K	Buy	3,376 +72	+2%	+$3.31K	0.08%	131
2017 Q3	$149K	Sell	3,304 -561	-15%	-$25.5K	0.08%	127
2017 Q2	$173K	Buy	3,865 +626	+19%	+$27.7K	0.1%	124
2017 Q1	$137K	Sell	3,239 -14	-0.4%	-$584	0.08%	133
2016 Q4	$135K	Buy	3,253 +18	+0.6%	+$749	0.08%	130
2016 Q3	$137K	Sell	3,235 -10	-0.3%	-$438	0.09%	127
2016 Q2	$147K	Buy	3,245 +148	+5%	+$6.69K	0.1%	122
2016 Q1	$144K	Buy	3,097 +1,697	+121%	+$73.9K	0.1%	117
2015 Q4	$60K	Hold	1,400	–	–	0.04%	148
2015 Q3	$56K	Hold	1,400	–	–	0.04%	150
2015 Q2	$55K	Hold	1,400	–	–	0.04%	157
2015 Q1	$57K	Hold	1,400	–	–	0.04%	157
2014 Q4	$59K	Hold	1,400	–	–	0.04%	153
2014 Q3	$60K	Sell	1,400 -2,100	-60%	-$86.8K	0.04%	155
2014 Q2	$148K	Hold	3,500	–	–	0.11%	136
2014 Q1	$135K	Buy	3,500 +1,000	+40%	+$38.6K	0.11%	130
2013 Q4	$103K	Buy	+2,500	New	+$98.6K	0.08%	141

Other funds holding KO

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

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

Bank of America

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

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

Wellington Management Group

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