Evanston Advisors’s Coca-Cola KO Stock Holding History

Evanston 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 Q1	–	Sell	-4,525	Closed	-$208K	–	71
2017 Q4	$208K	Buy	4,525 +78	+2%	+$3.58K	0.05%	61
2017 Q3	$200K	Buy	+4,447	New	+$202K	0.05%	61
2017 Q1	–	Sell	-5,714	Closed	-$237K	–	64
2016 Q4	$237K	Sell	5,714 -592	-9%	-$24.6K	0.07%	57
2016 Q3	$267K	Buy	6,306 +382	+6%	+$16.7K	0.08%	56
2016 Q2	$269K	Buy	5,924 +9	+0.2%	+$407	0.09%	55
2016 Q1	$274K	Hold	5,915	–	–	0.09%	54
2015 Q4	$254K	Sell	5,915 -98	-2%	-$4.16K	0.09%	52
2015 Q3	$241K	Buy	6,013 +10	+0.2%	+$401	0.08%	58
2015 Q2	$236K	Buy	6,003 +9	+0.2%	+$366	0.08%	59
2015 Q1	$243K	Hold	5,994	–	–	0.08%	60
2014 Q4	$253K	Sell	5,994 -103	-2%	-$4.4K	0.09%	58
2014 Q3	$260K	Sell	6,097 -110	-2%	-$4.55K	0.09%	60
2014 Q2	$263K	Buy	6,207 +9	+0.1%	+$365	0.09%	60
2014 Q1	$240K	Hold	6,198	–	–	0.09%	61
2013 Q4	$256K	Buy	6,198 +17	+0.3%	+$670	0.1%	58
2013 Q3	$234K	Buy	6,181 +7	+0.1%	+$277	0.09%	56
2013 Q2	$248K	Buy	+6,174	New	+$256K	0.11%	53

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Evanston Advisors's KO Position: Q1 2018 in Review

Evanston Advisors sold out of Coca-Cola (KO) in Q1 2018, closing a stake of 4,525 shares — an estimated $208K sold.

Evanston Advisors first reported a position in KO in Q2 2013 and held it in 17 quarters. The position peaked at $274K in Q1 2016. 1,939 funds tracked by Wall St. Rank hold KO as of Q1 2018.

Evanston Advisors reported no remaining Coca-Cola position as of Q1 2018 after selling out during the quarter.
Evanston Advisors sold 4,525 Coca-Cola shares in Q1 2018, an estimated $208K.
Evanston Advisors first reported a position in Coca-Cola in Q2 2013 and held it in 17 quarters.
Evanston Advisors's Coca-Cola position peaked at $274K in Q1 2016.
1,939 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2018.

Based on Evanston Advisors's 13F filing for Q1 2018, filed 9 May 2018.