Integrated Wealth Counsel’s Coca-Cola KO Stock Holding History

Integrated Wealth Counsel’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 Q4	$22K	Hold	525	–	–	0.05%	107
2016 Q3	$22K	Buy	525 +285	+119%	+$12.5K	0.05%	100
2016 Q2	$11K	Hold	240	–	–	0.03%	65
2016 Q1	$11K	Buy	+240	New	+$10.4K	0.03%	65
2014 Q2	–	Sell	-200	Closed	-$8K	–	128
2014 Q1	$8K	Hold	200	–	–	0.01%	136
2013 Q4	$8K	Buy	+200	New	+$7.89K	0.01%	153

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Counsel's KO Position: Q4 2016 in Review

Integrated Wealth Counsel held its Coca-Cola (KO) position steady in Q4 2016 at 525 shares worth $22K. The position accounts for 0.05% of the portfolio, ranked #107.

Integrated Wealth Counsel first reported a position in KO in Q4 2013 and has held it in 6 quarters since. 1,763 funds tracked by Wall St. Rank hold KO as of Q4 2016.

Integrated Wealth Counsel held 525 shares of Coca-Cola worth $22K as of Q4 2016.
Integrated Wealth Counsel left its Coca-Cola share count unchanged in Q4 2016.
Coca-Cola made up 0.05% of Integrated Wealth Counsel's portfolio in Q4 2016, its #107 holding.
Integrated Wealth Counsel first reported a position in Coca-Cola in Q4 2013 and has held it in 6 quarters since.
1,763 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.