Conservest Capital Advisors’s Coca-Cola KO Stock Holding History

Conservest Capital 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 Q2	–	Sell	-5,040	Closed	-$219K	–	85
2018 Q1	$219K	Hold	5,040	–	–	0.05%	69
2017 Q4	$231K	Buy	5,040 +73	+1%	+$3.36K	0.05%	73
2017 Q3	$224K	Buy	4,967 +37	+0.8%	+$1.68K	0.04%	94
2017 Q2	$221K	Sell	4,930 -1,626	-25%	-$71.8K	0.05%	74
2017 Q1	$278K	Buy	+6,556	New	+$273K	0.06%	64

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Conservest Capital Advisors's KO Position: Q2 2018 in Review

Conservest Capital Advisors sold out of Coca-Cola (KO) in Q2 2018, closing a stake of 5,040 shares — an estimated $219K sold.

Conservest Capital Advisors first reported a position in KO in Q1 2017 and held it in 5 quarters. The position peaked at $278K in Q1 2017. 1,942 funds tracked by Wall St. Rank hold KO as of Q2 2018.

Conservest Capital Advisors reported no remaining Coca-Cola position as of Q2 2018 after selling out during the quarter.
Conservest Capital Advisors sold 5,040 Coca-Cola shares in Q2 2018, an estimated $219K.
Conservest Capital Advisors first reported a position in Coca-Cola in Q1 2017 and held it in 5 quarters.
Conservest Capital Advisors's Coca-Cola position peaked at $278K in Q1 2017.
1,942 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2018.

Based on Conservest Capital Advisors's 13F filing for Q2 2018, filed 9 Jul 2018.