WEC
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Winslow Evans & Crocker’s Coca-Cola KO Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$2.5M Buy
45,538
+18,501
+68% +$957K 0.47% 45
2020
Q3 		$1.33M Buy
27,037
+2,245
+9% +$108K 0.33% 63
2020
Q2 		$1.11M Buy
24,792
+1,150
+5% +$53K 0.3% 72
2020
Q1 		$1.05M Sell
23,642
-1,272
-5% -$68.7K 0.35% 70
2019
Q4 		$1.38M Buy
24,914
+38
+0.2% +$2.04K 0.35% 66
2019
Q3 		$1.36M Hold
24,876
– – 0.38% 62
2019
Q2 		$1.27M Sell
24,876
-836
-3% -$41K 0.35% 61
2019
Q1 		$1.21M Buy
25,712
+526
+2% +$24.6K 0.34% 67
2018
Q4 		$1.19M Buy
25,186
+200
+0.8% +$9.57K 0.4% 57
2018
Q3 		$1.16M Buy
24,986
+470
+2% +$21.5K 0.35% 66
2018
Q2 		$1.08M Sell
24,516
-72
-0.3% -$3.11K 0.34% 72
2018
Q1 		$1.07M Sell
24,588
-700
-3% -$31.4K 0.35% 68
2017
Q4 		$1.16M Hold
25,288
– – 0.37% 60
2017
Q3 		$1.14M Sell
25,288
-9,338
-27% -$425K 0.38% 60
2017
Q2 		$1.54M Buy
34,626
+14,056
+68% +$621K 0.42% 54
2017
Q1 		$873K Sell
20,570
-4,410
-18% -$184K 0.27% 79
2016
Q4 		$1.04M Sell
24,980
-7,368
-23% -$307K 0.32% 70
2016
Q3 		$1.37M Sell
32,348
-300
-0.9% -$13.1K 0.39% 57
2016
Q2 		$1.48M Buy
32,648
+222
+0.7% +$10K 0.44% 54
2016
Q1 		$1.5M Sell
32,426
-132
-0.4% -$5.75K 0.45% 55
2015
Q4 		$1.4M Buy
32,558
+7,374
+29% +$313K 0.4% 62
2015
Q3 		$1.01M Buy
25,184
+120
+0.5% +$4.81K 0.32% 69
2015
Q2 		$983K Buy
25,064
+140
+0.6% +$5.69K 0.28% 80
2015
Q1 		$1.01M Buy
24,924
+44
+0.2% +$1.84K 0.29% 77
2014
Q4 		$1.05M Sell
24,880
-120
-0.5% -$5.13K 0.3% 79
2014
Q3 		$1.07M Sell
25,000
-380
-1% -$15.7K 0.31% 77
2014
Q2 		$1.08M Buy
25,380
+1,133
+5% +$46K 0.36% 72
2014
Q1 		$937K Sell
24,247
-550
-2% -$21.2K 0.32% 70
2013
Q4 		$1.02M Buy
+24,797
New +$978K 0.35% 65

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winslow Evans & Crocker's KO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Coca-Cola (KO) stake by 68% in Q4 2020, buying an estimated $957K and bringing the position to 45,538 shares worth $2.5M. The position accounts for 0.47% of the portfolio, ranked #45.

Winslow Evans & Crocker first reported a position in KO in Q4 2013 and has held it in 29 quarters since. 2,475 funds tracked by Wall St. Rank hold KO as of Q4 2020.

  • Winslow Evans & Crocker held 45,538 shares of Coca-Cola worth $2.5M as of Q4 2020.
  • Winslow Evans & Crocker bought 18,501 Coca-Cola shares in Q4 2020, an estimated $957K.
  • Coca-Cola made up 0.47% of Winslow Evans & Crocker's portfolio in Q4 2020, its #45 holding.
  • Winslow Evans & Crocker first reported a position in Coca-Cola in Q4 2013 and has held it in 29 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.