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Arbor Wealth Management (Florida)’s Coca-Cola KO Stock Holding History

Arbor Wealth Management (Florida)’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 		– Sell
-1,706
Closed -$87K – 129
2019
Q2 		$87K Buy
1,706
+199
+13% +$9.75K 0.05% 67
2019
Q1 		$71K Buy
1,507
+1,207
+402% +$56.5K 0.04% 72
2018
Q4 		$14K Buy
+300
New +$14.4K 0.01% 111

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arbor Wealth Management (Florida)'s KO Position: Q3 2019 in Review

Arbor Wealth Management (Florida) sold out of Coca-Cola (KO) in Q3 2019, closing a stake of 1,706 shares — an estimated $87K sold.

Arbor Wealth Management (Florida) first reported a position in KO in Q4 2018 and held it in 3 quarters. The position peaked at $87K in Q2 2019. 2,121 funds tracked by Wall St. Rank hold KO as of Q3 2019.

  • Arbor Wealth Management (Florida) reported no remaining Coca-Cola position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management (Florida) sold 1,706 Coca-Cola shares in Q3 2019, an estimated $87K.
  • Arbor Wealth Management (Florida) first reported a position in Coca-Cola in Q4 2018 and held it in 3 quarters.
  • Arbor Wealth Management (Florida)'s Coca-Cola position peaked at $87K in Q2 2019.
  • 2,121 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q3 2019, filed 6 Nov 2019.