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Aris Wealth Services’s Coca-Cola KO Stock Holding History

Aris Wealth Services’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
2015
Q3 		$135K Sell
3,359
-2,264
-40% -$90.7K 0.28% 50
2015
Q2 		$221K Buy
5,623
+380
+7% +$15.5K 0.2% 97
2015
Q1 		$213K Hold
5,243
– – 0.2% 98
2014
Q4 		$221K Buy
+5,243
New +$224K 0.25% 100

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aris Wealth Services's KO Position: Q3 2015 in Review

Aris Wealth Services reduced its Coca-Cola (KO) stake by 40% in Q3 2015, selling an estimated $90.7K and leaving 3,359 shares worth $135K. The position accounts for 0.28% of the portfolio, ranked #50.

Aris Wealth Services first reported a position in KO in Q4 2014 and has held it in 4 quarters since. The position peaked at $221K in Q2 2015. 1,619 funds tracked by Wall St. Rank hold KO as of Q3 2015.

  • Aris Wealth Services held 3,359 shares of Coca-Cola worth $135K as of Q3 2015.
  • Aris Wealth Services sold 2,264 Coca-Cola shares in Q3 2015, an estimated $90.7K.
  • Coca-Cola made up 0.28% of Aris Wealth Services's portfolio in Q3 2015, its #50 holding.
  • Aris Wealth Services first reported a position in Coca-Cola in Q4 2014 and has held it in 4 quarters since.
  • Aris Wealth Services's Coca-Cola position peaked at $221K in Q2 2015.
  • 1,619 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.