Assured Investment Management’s Coca-Cola KO Stock Holding History

Assured Investment 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 Q2	–	Sell	-1,379	Closed	-$65K	–	462
2019 Q1	$65K	Buy	+1,379	New	+$64.5K	﹤0.01%	940
2018 Q1	–	Sell	-2,009	Closed	-$92K	–	1206
2017 Q4	$92K	Buy	+2,009	New	+$92.3K	﹤0.01%	497
2015 Q3	–	Sell	-5,262	Closed	-$206K	–	665
2015 Q2	$206K	Buy	+5,262	New	+$214K	﹤0.01%	493

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

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

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

Assured Investment Management's KO Position: Q2 2019 in Review

Assured Investment Management sold out of Coca-Cola (KO) in Q2 2019, closing a stake of 1,379 shares — an estimated $65K sold.

Assured Investment Management first reported a position in KO in Q2 2015 and held it in 3 quarters. The position peaked at $206K in Q2 2015. 2,098 funds tracked by Wall St. Rank hold KO as of Q2 2019.

Assured Investment Management reported no remaining Coca-Cola position as of Q2 2019 after selling out during the quarter.
Assured Investment Management sold 1,379 Coca-Cola shares in Q2 2019, an estimated $65K.
Assured Investment Management first reported a position in Coca-Cola in Q2 2015 and held it in 3 quarters.
Assured Investment Management's Coca-Cola position peaked at $206K in Q2 2015.
2,098 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.