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

Arbor Wealth Management’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 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

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

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

Arbor Wealth Management first reported a position in KO in Q4 2018 and held it in 3 quarters. The position peaked at $87K in Q2 2019. 2,120 funds tracked by Wall St. Rank hold KO as of Q3 2019.

Arbor Wealth Management reported no remaining Coca-Cola position as of Q3 2019 after selling out during the quarter.
Arbor Wealth Management sold 1,706 Coca-Cola shares in Q3 2019, an estimated $87K.
Arbor Wealth Management first reported a position in Coca-Cola in Q4 2018 and held it in 3 quarters.
Arbor Wealth Management's Coca-Cola position peaked at $87K in Q2 2019.
2,120 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

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