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

CT 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
2017 Q1	$541K	Sell	12,756 -528	-4%	-$22K	0.33%	83
2016 Q4	$551K	Buy	13,284 +11	+0.1%	+$458	0.35%	76
2016 Q3	$562K	Sell	13,273 -60	-0.5%	-$2.63K	0.34%	73
2016 Q2	$604K	Sell	13,333 -735	-5%	-$33.2K	0.37%	69
2016 Q1	$653K	Sell	14,068 -310	-2%	-$13.5K	0.37%	67
2015 Q4	$618K	Sell	14,378 -249	-2%	-$10.6K	0.36%	74
2015 Q3	$587K	Sell	14,627 -694	-5%	-$27.8K	0.37%	71
2015 Q2	$601K	Buy	15,321 +5	+0%	+$203	0.34%	76
2015 Q1	$621K	Sell	15,316 -333	-2%	-$13.9K	0.34%	76
2014 Q4	$661K	Buy	+15,649	New	+$668K	0.5%	52
2014 Q1	$621K	Buy	+15,316	New	+$592K	0.34%	76

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CT Financial Advisors's KO Position: Q1 2017 in Review

CT Financial Advisors reduced its Coca-Cola (KO) stake by 4% in Q1 2017, selling an estimated $22K and leaving 12,756 shares worth $541K. The position accounts for 0.33% of the portfolio, ranked #83.

CT Financial Advisors first reported a position in KO in Q1 2014 and has held it in 11 quarters since. The position peaked at $661K in Q4 2014. 1,785 funds tracked by Wall St. Rank hold KO as of Q1 2017.

CT Financial Advisors held 12,756 shares of Coca-Cola worth $541K as of Q1 2017.
CT Financial Advisors sold 528 Coca-Cola shares in Q1 2017, an estimated $22K.
Coca-Cola made up 0.33% of CT Financial Advisors's portfolio in Q1 2017, its #83 holding.
CT Financial Advisors first reported a position in Coca-Cola in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Coca-Cola position peaked at $661K in Q4 2014.
1,785 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.