ACM
KO icon

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 – 160
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
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return