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Domani Wealth’s Coca-Cola KO Stock Holding History

Domani Wealth’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 		– Sell
-4,847
Closed -$201K – 102
2016
Q4 		$201K Buy
4,847
+21
+0.4% +$874 0.08% 96
2016
Q3 		$204K Buy
4,826
+10
+0.2% +$438 0.08% 116
2016
Q2 		$218K Sell
4,816
-224
-4% -$10.1K 0.08% 104
2016
Q1 		$238K Sell
5,040
-5,750
-53% -$250K 0.09% 106
2015
Q4 		$464K Buy
10,790
+97
+0.9% +$4.12K 0.18% 75
2015
Q3 		$429K Sell
10,693
-140
-1% -$5.61K 0.23% 61
2015
Q2 		$425K Buy
10,833
+10,325
+2,032% +$420K 0.23% 59
2015
Q1 		$12.5K Buy
+508
New +$21.2K 0.19% 45

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Domani Wealth's KO Position: Q1 2017 in Review

Domani Wealth sold out of Coca-Cola (KO) in Q1 2017, closing a stake of 4,847 shares — an estimated $201K sold.

Domani Wealth first reported a position in KO in Q1 2015 and held it in 8 quarters. The position peaked at $464K in Q4 2015. 1,786 funds tracked by Wall St. Rank hold KO as of Q1 2017.

  • Domani Wealth reported no remaining Coca-Cola position as of Q1 2017 after selling out during the quarter.
  • Domani Wealth sold 4,847 Coca-Cola shares in Q1 2017, an estimated $201K.
  • Domani Wealth first reported a position in Coca-Cola in Q1 2015 and held it in 8 quarters.
  • Domani Wealth's Coca-Cola position peaked at $464K in Q4 2015.
  • 1,786 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2017.

Based on Domani Wealth's 13F filing for Q1 2017, filed 1 May 2017.