FinTrust Investment Advisory Services’s Coca-Cola KO Stock Holding History

FinTrust Investment Advisory Services’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	$499K	Sell	11,479 -614	-5%	-$27.6K	0.46%	44
2017 Q4	$555K	Sell	12,093 -382	-3%	-$17.6K	0.49%	43
2017 Q3	$561K	Buy	+12,475	New	+$567K	0.54%	43
2013 Q3	$443K	Sell	11,684 -117	-1%	-$4.63K	0.91%	26
2013 Q2	$473K	Buy	+11,801	New	+$489K	0.81%	33

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

FinTrust Investment Advisory Services's KO Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Coca-Cola (KO) stake by 5.1% in Q1 2018, selling an estimated $27.6K and leaving 11,479 shares worth $499K. The position accounts for 0.46% of the portfolio, ranked #44.

FinTrust Investment Advisory Services first reported a position in KO in Q2 2013 and has held it in 5 quarters since. The position peaked at $561K in Q3 2017. 1,938 funds tracked by Wall St. Rank hold KO as of Q1 2018.

FinTrust Investment Advisory Services held 11,479 shares of Coca-Cola worth $499K as of Q1 2018.
FinTrust Investment Advisory Services sold 614 Coca-Cola shares in Q1 2018, an estimated $27.6K.
Coca-Cola made up 0.46% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #44 holding.
FinTrust Investment Advisory Services first reported a position in Coca-Cola in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's Coca-Cola position peaked at $561K in Q3 2017.
1,938 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.