Hefty Wealth Partners’s Coca-Cola KO Stock Holding History

Hefty Wealth Partners’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	$850K	Buy	19,562 +18,596	+1,925%	+$835K	0.55%	59
2017 Q4	$44K	Hold	966	–	–	0.03%	149
2017 Q3	$43K	Hold	966	–	–	0.03%	140
2017 Q2	$43K	Sell	966 -21,514	-96%	-$951K	0.03%	130
2017 Q1	$954K	Sell	22,480 -13,336	-37%	-$556K	0.69%	59
2016 Q4	$1.48M	Buy	35,816 +1,459	+4%	+$60.7K	1.24%	27
2016 Q3	$1.45M	Buy	34,357 +2,248	+7%	+$98.5K	1.1%	28
2016 Q2	$1.46M	Buy	+32,109	New	+$1.45M	1.2%	30
2016 Q1	–	Sell	-27,250	Closed	-$1.17M	–	226
2015 Q4	$1.17M	Buy	+27,250	New	+$1.16M	1.12%	29

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

Hefty Wealth Partners's KO Position: Q1 2018 in Review

Hefty Wealth Partners increased its Coca-Cola (KO) stake by 1,925% in Q1 2018, buying an estimated $835K and bringing the position to 19,562 shares worth $850K. The position accounts for 0.55% of the portfolio, ranked #59.

Hefty Wealth Partners first reported a position in KO in Q4 2015 and has held it in 9 quarters since. The position peaked at $1.48M in Q4 2016. 1,937 funds tracked by Wall St. Rank hold KO as of Q1 2018.

Hefty Wealth Partners held 19,562 shares of Coca-Cola worth $850K as of Q1 2018.
Hefty Wealth Partners bought 18,596 Coca-Cola shares in Q1 2018, an estimated $835K.
Coca-Cola made up 0.55% of Hefty Wealth Partners's portfolio in Q1 2018, its #59 holding.
Hefty Wealth Partners first reported a position in Coca-Cola in Q4 2015 and has held it in 9 quarters since.
Hefty Wealth Partners's Coca-Cola position peaked at $1.48M in Q4 2016.
1,937 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.