Ancora Family Wealth Advisors’s Coca-Cola KO Stock Holding History

Ancora Family 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
2016 Q3	$780K	Buy	18,441 +4,760	+35%	+$209K	0.27%	99
2016 Q2	$620K	Buy	13,681 +2,100	+18%	+$94.9K	0.23%	106
2016 Q1	$537K	Sell	11,581 -500	-4%	-$21.8K	0.22%	116
2015 Q4	$519K	Sell	12,081 -201	-2%	-$8.53K	0.22%	121
2015 Q3	$493K	Buy	+12,282	New	+$492K	0.21%	122

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Ancora Family Wealth Advisors's KO Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Coca-Cola (KO) stake by 35% in Q3 2016, buying an estimated $209K and bringing the position to 18,441 shares worth $780K. The position accounts for 0.27% of the portfolio, ranked #99.

Ancora Family Wealth Advisors first reported a position in KO in Q3 2015 and has held it in 5 quarters since. 1,723 funds tracked by Wall St. Rank hold KO as of Q3 2016.

Ancora Family Wealth Advisors held 18,441 shares of Coca-Cola worth $780K as of Q3 2016.
Ancora Family Wealth Advisors bought 4,760 Coca-Cola shares in Q3 2016, an estimated $209K.
Coca-Cola made up 0.27% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #99 holding.
Ancora Family Wealth Advisors first reported a position in Coca-Cola in Q3 2015 and has held it in 5 quarters since.
1,723 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.