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

Concert 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
2017
Q2 		– Sell
-44,154
Closed -$1.83M – 305
2017
Q1 		$1.83M Sell
44,154
-16,308
-27% -$680K 0.41% 57
2016
Q4 		$2.51M Sell
60,462
-21,987
-27% -$915K 0.56% 29
2016
Q3 		$3.49M Sell
82,449
-1,987
-2% -$87.1K 0.42% 44
2016
Q2 		$3.83M Buy
84,436
+25,462
+43% +$1.15M 0.52% 34
2016
Q1 		$2.73M Sell
58,974
-108
-0.2% -$4.7K 0.37% 57
2015
Q4 		$2.53M Buy
59,082
+2,263
+4% +$96K 0.34% 61
2015
Q3 		$2.28M Buy
56,819
+3,588
+7% +$144K 0.31% 65
2015
Q2 		$2.09M Buy
53,231
+14,645
+38% +$596K 0.27% 82
2015
Q1 		$797K Buy
38,586
+11,747
+44% +$491K 0.23% 124
2014
Q4 		$1.13M Sell
26,839
-2,501
-9% -$107K 0.17% 152
2014
Q3 		$1.25M Sell
29,340
-2,414
-8% -$99.8K 0.17% 92
2014
Q2 		$1.29M Sell
31,754
-12
-0% -$487 0.16% 100
2014
Q1 		$1.24M Sell
31,766
-1,897
-6% -$73.3K 0.15% 103
2013
Q4 		$1.38M Buy
33,663
+192
+0.6% +$7.57K 0.18% 89
2013
Q3 		$1.27M Sell
33,471
-2,044
-6% -$80.8K 0.18% 87
2013
Q2 		$1.42M Buy
+35,515
New +$1.47M 0.21% 58

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 $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concert Wealth Management's KO Position: Q2 2017 in Review

Concert Wealth Management sold out of Coca-Cola (KO) in Q2 2017, closing a stake of 44,154 shares — an estimated $1.83M sold.

Concert Wealth Management first reported a position in KO in Q2 2013 and held it in 16 quarters. The position peaked at $3.83M in Q2 2016. 1,810 funds tracked by Wall St. Rank hold KO as of Q2 2017.

  • Concert Wealth Management reported no remaining Coca-Cola position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 44,154 Coca-Cola shares in Q2 2017, an estimated $1.83M.
  • Concert Wealth Management first reported a position in Coca-Cola in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Coca-Cola position peaked at $3.83M in Q2 2016.
  • 1,810 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.