Clarfeld Financial Advisors’s Coca-Cola KO Stock Holding History

Clarfeld Financial Advisors’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 Q4	$99K	Buy	+2,092	New	+$100K	0.08%	69

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Clarfeld Financial Advisors's KO Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Coca-Cola (KO) in Q4 2018: 2,092 shares worth $99K. The stake represents 0.08% of the portfolio and ranks #69 among its holdings.

2,087 funds tracked by Wall St. Rank hold KO as of Q4 2018.

Clarfeld Financial Advisors held 2,092 shares of Coca-Cola worth $99K as of Q4 2018.
Coca-Cola was a new Clarfeld Financial Advisors position in Q4 2018.
Coca-Cola made up 0.08% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #69 holding.
2,087 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.