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Winthrop Partners - WNY’s Coca-Cola KO Stock Holding History

Winthrop Partners - WNY’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
Q3 		$5.44K Buy
+100
New +$5.36K ﹤0.01% 269
2019
Q1 		– Sell
-200
Closed -$9.47K – 240
2018
Q4 		$9.47K Hold
200
– – 0.01% 201
2018
Q3 		$9.24K Hold
200
– – 0.01% 247
2018
Q2 		$8.77K Hold
200
– – 0.01% 259
2018
Q1 		$8.77K Buy
+200
New +$8.98K 0.01% 344

Other funds holding KO

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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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winthrop Partners - WNY's KO Position: Q3 2019 in Review

Winthrop Partners - WNY opened a new position in Coca-Cola (KO) in Q3 2019: 100 shares worth $5.44K. The stake represents ﹤0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: Winthrop Partners - WNY previously reported a position in KO as recently as Q4 2018.

Winthrop Partners - WNY first reported a position in KO in Q1 2018 and has held it in 5 quarters since. The position peaked at $9.47K in Q4 2018. 2,120 funds tracked by Wall St. Rank hold KO as of Q3 2019.

  • Winthrop Partners - WNY held 100 shares of Coca-Cola worth $5.44K as of Q3 2019.
  • Coca-Cola was a new Winthrop Partners - WNY position in Q3 2019.
  • Coca-Cola made up ﹤0.01% of Winthrop Partners - WNY's portfolio in Q3 2019, its #269 holding.
  • Winthrop Partners - WNY first reported a position in Coca-Cola in Q1 2018 and has held it in 5 quarters since.
  • Winthrop Partners - WNY's Coca-Cola position peaked at $9.47K in Q4 2018.
  • 2,120 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.