American Economic Planning Group’s Coca-Cola KO Stock Holding History

American Economic Planning 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
2019 Q3	$400K	Sell	7,359 -265	-3%	-$14.2K	0.11%	56
2019 Q2	$388K	Buy	7,624 +129	+2%	+$6.32K	0.12%	54
2019 Q1	$351K	Sell	7,495 -7	-0.1%	-$327	0.11%	55
2018 Q4	$355K	Buy	7,502 +7	+0.1%	+$335	0.11%	53
2018 Q3	$346K	Sell	7,495 -215	-3%	-$9.82K	0.12%	44
2018 Q2	$338K	Buy	7,710 +9	+0.1%	+$389	0.13%	50
2018 Q1	$334K	Sell	7,701 -300	-4%	-$13.5K	0.12%	60
2017 Q4	$367K	Buy	8,001 +476	+6%	+$21.9K	0.14%	54
2017 Q3	$339K	Sell	7,525 -55	-0.7%	-$2.5K	0.13%	52
2017 Q2	$340K	Buy	7,580 +8	+0.1%	+$353	0.13%	51
2017 Q1	$321K	Sell	7,572 -31	-0.4%	-$1.29K	0.13%	51
2016 Q4	$315K	Buy	7,603 +15	+0.2%	+$624	0.13%	41
2016 Q3	$321K	Buy	7,588 +7	+0.1%	+$307	0.13%	42
2016 Q2	$344K	Sell	7,581 -559	-7%	-$25.3K	0.14%	33
2016 Q1	$378K	Buy	+8,140	New	+$354K	0.15%	31
2014 Q3	–	Sell	-5,296	Closed	-$224K	–	36
2014 Q2	$224K	Buy	+5,296	New	+$215K	0.08%	34

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

American Economic Planning Group's KO Position: Q3 2019 in Review

American Economic Planning Group reduced its Coca-Cola (KO) stake by 3.5% in Q3 2019, selling an estimated $14.2K and leaving 7,359 shares worth $400K. The position accounts for 0.11% of the portfolio, ranked #56.

American Economic Planning Group first reported a position in KO in Q2 2014 and has held it in 16 quarters since. 2,121 funds tracked by Wall St. Rank hold KO as of Q3 2019.

American Economic Planning Group held 7,359 shares of Coca-Cola worth $400K as of Q3 2019.
American Economic Planning Group sold 265 Coca-Cola shares in Q3 2019, an estimated $14.2K.
Coca-Cola made up 0.11% of American Economic Planning Group's portfolio in Q3 2019, its #56 holding.
American Economic Planning Group first reported a position in Coca-Cola in Q2 2014 and has held it in 16 quarters since.
2,121 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.