First Western Capital Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-36,425
Closed -$1.65M 101
2016
Q2
$1.65M Sell
36,425
-1,325
-4% -$59.9K 0.6% 67
2016
Q1
$1.75M Buy
+37,750
New +$1.64M 0.62% 70

Other funds holding KO

First Western Capital Management's KO Position: Q3 2016 in Review

First Western Capital Management sold out of Coca-Cola (KO) in Q3 2016, closing a stake of 36,425 shares — an estimated $1.65M sold.

First Western Capital Management first reported a position in KO in Q1 2016 and held it in 2 quarters. The position peaked at $1.75M in Q1 2016. 1,723 funds tracked by Wall St. Rank hold KO as of Q3 2016.

  • First Western Capital Management reported no remaining Coca-Cola position as of Q3 2016 after selling out during the quarter.
  • First Western Capital Management sold 36,425 Coca-Cola shares in Q3 2016, an estimated $1.65M.
  • First Western Capital Management first reported a position in Coca-Cola in Q1 2016 and held it in 2 quarters.
  • First Western Capital Management's Coca-Cola position peaked at $1.75M in Q1 2016.
  • 1,723 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2016.

Based on First Western Capital Management's 13F filing for Q3 2016, filed 18 Oct 2016.