Gupta Wealth Management’s Coca-Cola KO Stock Holding History

Gupta Wealth Management’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
2016 Q1	$3.07M	Buy	66,108 +14,352	+28%	+$625K	0.72%	31
2015 Q4	$2.22M	Sell	51,756 -17,615	-25%	-$748K	0.57%	40
2015 Q3	$2.78M	Sell	69,371 -6,831	-9%	-$274K	0.68%	35
2015 Q2	$2.99M	Sell	76,202 -3,571	-4%	-$145K	0.73%	34
2015 Q1	$3.23M	Buy	+79,773	New	+$3.34M	0.95%	26

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gupta Wealth Management's KO Position: Q1 2016 in Review

Gupta Wealth Management increased its Coca-Cola (KO) stake by 28% in Q1 2016, buying an estimated $625K and bringing the position to 66,108 shares worth $3.07M. The position accounts for 0.72% of the portfolio, ranked #31.

Gupta Wealth Management first reported a position in KO in Q1 2015 and has held it in 5 quarters since. The position peaked at $3.23M in Q1 2015. 1,719 funds tracked by Wall St. Rank hold KO as of Q1 2016.

Gupta Wealth Management held 66,108 shares of Coca-Cola worth $3.07M as of Q1 2016.
Gupta Wealth Management bought 14,352 Coca-Cola shares in Q1 2016, an estimated $625K.
Coca-Cola made up 0.72% of Gupta Wealth Management's portfolio in Q1 2016, its #31 holding.
Gupta Wealth Management first reported a position in Coca-Cola in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Coca-Cola position peaked at $3.23M in Q1 2015.
1,719 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.