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

Braver 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
2016
Q4 		$234K Buy
5,647
+900
+19% +$37.5K 0.04% 141
2016
Q3 		$201K Sell
4,747
-105
-2% -$4.6K 0.03% 138
2016
Q2 		$220K Sell
4,852
-1,408
-22% -$63.6K 0.04% 133
2016
Q1 		$290K Buy
+6,260
New +$272K 0.05% 127

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Braver Wealth Management's KO Position: Q4 2016 in Review

Braver Wealth Management increased its Coca-Cola (KO) stake by 19% in Q4 2016, buying an estimated $37.5K and bringing the position to 5,647 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #141.

Braver Wealth Management first reported a position in KO in Q1 2016 and has held it in 4 quarters since. The position peaked at $290K in Q1 2016. 1,763 funds tracked by Wall St. Rank hold KO as of Q4 2016.

  • Braver Wealth Management held 5,647 shares of Coca-Cola worth $234K as of Q4 2016.
  • Braver Wealth Management bought 900 Coca-Cola shares in Q4 2016, an estimated $37.5K.
  • Coca-Cola made up 0.04% of Braver Wealth Management's portfolio in Q4 2016, its #141 holding.
  • Braver Wealth Management first reported a position in Coca-Cola in Q1 2016 and has held it in 4 quarters since.
  • Braver Wealth Management's Coca-Cola position peaked at $290K in Q1 2016.
  • 1,763 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.