AmeriServ Wealth Advisors’s Coca-Cola KO Stock Holding History

AmeriServ Wealth Advisors’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 Q1	–	Sell	-18,045	Closed	-$855K	–	72
2018 Q4	$855K	Buy	18,045 +2,985	+20%	+$143K	2.17%	15
2018 Q3	$696K	Buy	15,060 +116	+0.8%	+$5.3K	0.87%	25
2018 Q2	$655K	Buy	14,944 +924	+7%	+$39.9K	0.88%	26
2018 Q1	$609K	Sell	14,020 -1,013	-7%	-$45.5K	0.69%	30
2017 Q4	$688K	Buy	+15,033	New	+$691K	0.66%	28
2017 Q1	$571K	Buy	13,468 +385	+3%	+$16.1K	0.75%	24
2016 Q4	$542K	Sell	13,083 -69	-0.5%	-$2.87K	0.63%	25
2016 Q3	$556K	Sell	13,152 -173	-1%	-$7.58K	0.7%	35
2016 Q2	$604K	Buy	+13,325	New	+$602K	0.9%	23
2015 Q2	–	Sell	-5,368	Closed	-$217K	–	150
2015 Q1	$217K	Sell	5,368 -83	-2%	-$3.47K	0.25%	74
2014 Q4	$230K	Buy	+5,451	New	+$233K	0.22%	107
2014 Q1	–	Sell	-13,691	Closed	-$566K	–	158
2013 Q4	$566K	Sell	13,691 -240	-2%	-$9.47K	0.34%	91
2013 Q3	$528K	Hold	13,931	–	–	0.34%	92
2013 Q2	$559K	Buy	+13,931	New	+$577K	0.36%	79

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

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

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

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

AmeriServ Wealth Advisors's KO Position: Q1 2019 in Review

AmeriServ Wealth Advisors sold out of Coca-Cola (KO) in Q1 2019, closing a stake of 18,045 shares — an estimated $855K sold.

AmeriServ Wealth Advisors first reported a position in KO in Q2 2013 and held it in 14 quarters. The position peaked at $855K in Q4 2018. 2,086 funds tracked by Wall St. Rank hold KO as of Q1 2019.

AmeriServ Wealth Advisors reported no remaining Coca-Cola position as of Q1 2019 after selling out during the quarter.
AmeriServ Wealth Advisors sold 18,045 Coca-Cola shares in Q1 2019, an estimated $855K.
AmeriServ Wealth Advisors first reported a position in Coca-Cola in Q2 2013 and held it in 14 quarters.
AmeriServ Wealth Advisors's Coca-Cola position peaked at $855K in Q4 2018.
2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.