Independent Portfolio Consultants’s Coca-Cola KO Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$773K	Sell	17,225 -9,590	-36%	-$424K	0.32%	89
2017 Q1	$1.14M	Buy	26,815 +24,515	+1,066%	+$1.02M	0.39%	63
2016 Q4	$95K	Buy	2,300 +1,220	+113%	+$50.8K	0.03%	454
2016 Q3	$46K	Buy	1,080 +420	+64%	+$18.4K	0.01%	557
2016 Q2	$30K	Sell	660 -220	-25%	-$9.94K	0.01%	611
2016 Q1	$41K	Buy	880 +335	+61%	+$14.6K	0.01%	600
2015 Q4	$23K	Sell	545 -330	-38%	-$14K	0.01%	667
2015 Q3	$35K	Buy	875 +520	+146%	+$20.8K	0.01%	631
2015 Q2	$14K	Sell	355 -36	-9%	-$1.46K	﹤0.01%	741
2015 Q1	$16K	Buy	+391	New	+$16.4K	﹤0.01%	693
2014 Q4	–	Sell	-3,840	Closed	-$164K	–	838
2014 Q3	$164K	Buy	3,840 +2,205	+135%	+$91.2K	0.04%	489
2014 Q2	$69K	Buy	+1,635	New	+$66.3K	0.02%	594
2014 Q1	–	Sell	-6,125	Closed	-$253K	–	467
2013 Q4	$253K	Buy	6,125 +25	+0.4%	+$986	0.09%	392
2013 Q3	$231K	Buy	6,100 +1,060	+21%	+$41.9K	0.09%	404
2013 Q2	$202K	Buy	+5,040	New	+$209K	0.09%	409

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independent Portfolio Consultants's KO Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Coca-Cola (KO) stake by 36% in Q2 2017, selling an estimated $424K and leaving 17,225 shares worth $773K. The position accounts for 0.32% of the portfolio, ranked #89.

Independent Portfolio Consultants first reported a position in KO in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.14M in Q1 2017. 1,811 funds tracked by Wall St. Rank hold KO as of Q2 2017.

Independent Portfolio Consultants held 17,225 shares of Coca-Cola worth $773K as of Q2 2017.
Independent Portfolio Consultants sold 9,590 Coca-Cola shares in Q2 2017, an estimated $424K.
Coca-Cola made up 0.32% of Independent Portfolio Consultants's portfolio in Q2 2017, its #89 holding.
Independent Portfolio Consultants first reported a position in Coca-Cola in Q2 2013 and has held it in 15 quarters since.
Independent Portfolio Consultants's Coca-Cola position peaked at $1.14M in Q1 2017.
1,811 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.