Aviance Capital Management’s Coca-Cola KO Stock Holding History

Aviance Capital 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
2018 Q2	–	Sell	-85	Closed	-$4K	–	253
2018 Q1	$4K	Buy	+85	New	+$3.82K	﹤0.01%	248
2017 Q4	–	Sell	-101	Closed	-$5K	–	307
2017 Q3	$5K	Sell	101 -11	-10%	-$500	﹤0.01%	273
2017 Q2	$5K	Buy	+112	New	+$4.95K	﹤0.01%	285
2016 Q4	–	Sell	-397,203	Closed	-$16.8M	–	266
2016 Q3	$16.8M	Buy	397,203 +129,435	+48%	+$5.67M	0.47%	61
2016 Q2	$12.1M	Buy	267,768 +73,341	+38%	+$3.31M	0.37%	69
2016 Q1	$9.02M	Buy	194,427 +50,215	+35%	+$2.19M	0.3%	76
2015 Q4	$6.2M	Buy	144,212 +24,156	+20%	+$1.03M	0.2%	94
2015 Q3	$4.82M	Buy	+120,056	New	+$4.81M	0.17%	94
2015 Q2	–	Sell	-101,997	Closed	-$4.14M	–	158
2015 Q1	$4.14M	Buy	101,997 +19,641	+24%	+$821K	0.15%	98
2014 Q4	$3.48M	Buy	82,356 +28,456	+53%	+$1.22M	0.13%	107
2014 Q3	$2.3M	Buy	53,900 +25,023	+87%	+$1.03M	0.09%	130
2014 Q2	$1.22M	Buy	28,877 +5,228	+22%	+$212K	0.05%	151
2014 Q1	$914K	Buy	23,649 +19,075	+417%	+$737K	0.05%	154
2013 Q4	$189K	Sell	4,574 -324	-7%	-$12.8K	0.1%	142
2013 Q3	$186K	Sell	4,898 -36,187	-88%	-$1.43M	0.11%	132
2013 Q2	$1.65M	Buy	+41,085	New	+$1.7M	0.91%	38

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aviance Capital Management's KO Position: Q2 2018 in Review

Aviance Capital Management sold out of Coca-Cola (KO) in Q2 2018, closing a stake of 85 shares — an estimated $4K sold.

Aviance Capital Management first reported a position in KO in Q2 2013 and held it in 16 quarters. The position peaked at $16.8M in Q3 2016. 1,941 funds tracked by Wall St. Rank hold KO as of Q2 2018.

Aviance Capital Management reported no remaining Coca-Cola position as of Q2 2018 after selling out during the quarter.
Aviance Capital Management sold 85 Coca-Cola shares in Q2 2018, an estimated $4K.
Aviance Capital Management first reported a position in Coca-Cola in Q2 2013 and held it in 16 quarters.
Aviance Capital Management's Coca-Cola position peaked at $16.8M in Q3 2016.
1,941 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.