Cypress Wealth Advisors’s Coca-Cola KO Stock Holding History

Cypress Wealth 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
2019 Q1	$209K	Sell	4,470 -1,712	-28%	-$80.1K	0.24%	73
2018 Q4	$293K	Hold	6,182	–	–	0.4%	59
2018 Q3	$286K	Hold	6,182	–	–	0.3%	66
2018 Q2	$271K	Sell	6,182 -2,000	-24%	-$86.4K	0.29%	65
2018 Q1	$355K	Sell	8,182 -52	-0.6%	-$2.34K	0.38%	61
2017 Q4	$378K	Sell	8,234 -1,459	-15%	-$67.1K	0.36%	59
2017 Q3	$436K	Sell	9,693 -486	-5%	-$22.1K	0.7%	36
2017 Q2	$457K	Sell	10,179 -3,107	-23%	-$137K	0.53%	46
2017 Q1	$564K	Buy	13,286 +1,873	+16%	+$78.1K	0.26%	89
2016 Q4	$473K	Buy	11,413 +195	+2%	+$8.12K	0.22%	96
2016 Q3	$475K	Buy	11,218 +1,325	+13%	+$58.1K	0.21%	101
2016 Q2	$448K	Buy	9,893 +110	+1%	+$4.97K	0.22%	101
2016 Q1	$454K	Buy	9,783 +2,898	+42%	+$126K	0.21%	103
2015 Q4	$296K	Buy	6,885 +204	+3%	+$8.66K	0.15%	127
2015 Q3	$268K	Buy	6,681 +1,119	+20%	+$44.8K	0.15%	140
2015 Q2	$218K	Buy	+5,562	New	+$226K	0.13%	136

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Cypress Wealth Advisors's KO Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Coca-Cola (KO) stake by 28% in Q1 2019, selling an estimated $80.1K and leaving 4,470 shares worth $209K. The position accounts for 0.24% of the portfolio, ranked #73.

Cypress Wealth Advisors first reported a position in KO in Q2 2015 and has held it in 16 quarters since. The position peaked at $564K in Q1 2017. 2,086 funds tracked by Wall St. Rank hold KO as of Q1 2019.

Cypress Wealth Advisors held 4,470 shares of Coca-Cola worth $209K as of Q1 2019.
Cypress Wealth Advisors sold 1,712 Coca-Cola shares in Q1 2019, an estimated $80.1K.
Coca-Cola made up 0.24% of Cypress Wealth Advisors's portfolio in Q1 2019, its #73 holding.
Cypress Wealth Advisors first reported a position in Coca-Cola in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's Coca-Cola position peaked at $564K in Q1 2017.
2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.