Delphi Private Advisors’s Coca-Cola KO Stock Holding History

Delphi Private 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 Q3	–	Sell	-800	Closed	-$36K	–	85
2017 Q2	$36K	Hold	800	–	–	0.07%	49
2017 Q1	$34K	Sell	800 -511	-39%	-$21.3K	0.06%	48
2016 Q4	$54K	Sell	1,311 -89	-6%	-$3.7K	0.1%	39
2016 Q3	$59K	Sell	1,400 -219	-14%	-$9.6K	0.1%	32
2016 Q2	$73K	Sell	1,619 -305	-16%	-$13.8K	0.13%	33
2016 Q1	$89K	Sell	1,924 -88	-4%	-$3.83K	0.16%	30
2015 Q4	$86K	Buy	+2,012	New	+$85.4K	0.15%	35

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Delphi Private Advisors's KO Position: Q3 2017 in Review

Delphi Private Advisors sold out of Coca-Cola (KO) in Q3 2017, closing a stake of 800 shares — an estimated $36K sold.

Delphi Private Advisors first reported a position in KO in Q4 2015 and held it in 7 quarters. The position peaked at $89K in Q1 2016. 1,801 funds tracked by Wall St. Rank hold KO as of Q3 2017.

Delphi Private Advisors reported no remaining Coca-Cola position as of Q3 2017 after selling out during the quarter.
Delphi Private Advisors sold 800 Coca-Cola shares in Q3 2017, an estimated $36K.
Delphi Private Advisors first reported a position in Coca-Cola in Q4 2015 and held it in 7 quarters.
Delphi Private Advisors's Coca-Cola position peaked at $89K in Q1 2016.
1,801 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2017.

Based on Delphi Private Advisors's 13F filing for Q3 2017, filed 16 Oct 2017.