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Genesis Wealth Advisors’s Coca-Cola KO Stock Holding History

Genesis Wealth 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
2015
Q2 		$98.1K Hold
2,500
– – 0.08% 120
2015
Q1 		$102K Hold
2,500
– – 0.08% 121
2014
Q4 		$105K Buy
+2,500
New +$107K 0.08% 126

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Genesis Wealth Advisors's KO Position: Q2 2015 in Review

Genesis Wealth Advisors held its Coca-Cola (KO) position steady in Q2 2015 at 2,500 shares worth $98.1K. The position accounts for 0.08% of the portfolio, ranked #120.

Genesis Wealth Advisors first reported a position in KO in Q4 2014 and has held it in 3 quarters since. The position peaked at $105K in Q4 2014. 1,645 funds tracked by Wall St. Rank hold KO as of Q2 2015.

  • Genesis Wealth Advisors held 2,500 shares of Coca-Cola worth $98.1K as of Q2 2015.
  • Genesis Wealth Advisors left its Coca-Cola share count unchanged in Q2 2015.
  • Coca-Cola made up 0.08% of Genesis Wealth Advisors's portfolio in Q2 2015, its #120 holding.
  • Genesis Wealth Advisors first reported a position in Coca-Cola in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Coca-Cola position peaked at $105K in Q4 2014.
  • 1,645 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.