Woodard & Company Asset Management Group’s Coca-Cola KO Stock Holding History

Woodard & Company Asset Management Group’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 Q4	–	Sell	-1,473	Closed	-$68K	–	132
2018 Q3	$68K	Hold	1,473	–	–	0.06%	79
2018 Q2	$64.6K	Hold	1,473	–	–	0.06%	78
2018 Q1	$64K	Sell	1,473 -73	-5%	-$3.28K	0.06%	75
2017 Q4	$71K	Buy	+1,546	New	+$71.1K	0.06%	82

Other funds holding KO

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Woodard & Company Asset Management Group's KO Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Coca-Cola (KO) in Q4 2018, closing a stake of 1,473 shares — an estimated $68K sold.

Woodard & Company Asset Management Group first reported a position in KO in Q4 2017 and held it in 4 quarters. The position peaked at $71K in Q4 2017. 2,087 funds tracked by Wall St. Rank hold KO as of Q4 2018.

Woodard & Company Asset Management Group reported no remaining Coca-Cola position as of Q4 2018 after selling out during the quarter.
Woodard & Company Asset Management Group sold 1,473 Coca-Cola shares in Q4 2018, an estimated $68K.
Woodard & Company Asset Management Group first reported a position in Coca-Cola in Q4 2017 and held it in 4 quarters.
Woodard & Company Asset Management Group's Coca-Cola position peaked at $71K in Q4 2017.
2,087 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.