Investors Capital Advisory Services’s Coca-Cola KO Stock Holding History

Investors Capital Advisory Services’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 Q2	$4.2M	Buy	92,731 +323	+0.3%	+$14.6K	0.81%	13
2016 Q1	$4.29M	Buy	92,408 +939	+1%	+$40.9K	0.85%	11
2015 Q4	$3.93M	Sell	91,469 -1,917	-2%	-$81.4K	0.76%	12
2015 Q3	$3.75M	Buy	93,386 +3,270	+4%	+$131K	0.75%	12
2015 Q2	$3.54M	Buy	90,116 +46,544	+107%	+$1.89M	0.65%	20
2015 Q1	$1.77M	Sell	43,572 -1,842	-4%	-$77K	0.33%	62
2014 Q4	$1.92M	Buy	45,414 +1,297	+3%	+$55.4K	0.37%	51
2014 Q3	$1.88M	Sell	44,117 -4,653	-10%	-$192K	0.37%	50
2014 Q2	$2.06M	Sell	48,770 -2,775	-5%	-$113K	0.33%	68
2014 Q1	$1.99M	Buy	51,545 +909	+2%	+$35.1K	0.43%	43
2013 Q4	$2.09M	Sell	50,636 -1,064	-2%	-$42K	0.49%	33
2013 Q3	$1.96M	Buy	51,700 +18,931	+58%	+$748K	0.51%	34
2013 Q2	$1.31M	Buy	+32,769	New	+$1.36M	0.4%	60

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

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Investors Capital Advisory Services's KO Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Coca-Cola (KO) stake by 0.35% in Q2 2016, buying an estimated $14.6K and bringing the position to 92,731 shares worth $4.2M. The position accounts for 0.81% of the portfolio, ranked #13.

Investors Capital Advisory Services first reported a position in KO in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.29M in Q1 2016. 1,745 funds tracked by Wall St. Rank hold KO as of Q2 2016.

Investors Capital Advisory Services held 92,731 shares of Coca-Cola worth $4.2M as of Q2 2016.
Investors Capital Advisory Services bought 323 Coca-Cola shares in Q2 2016, an estimated $14.6K.
Coca-Cola made up 0.81% of Investors Capital Advisory Services's portfolio in Q2 2016, its #13 holding.
Investors Capital Advisory Services first reported a position in Coca-Cola in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Coca-Cola position peaked at $4.29M in Q1 2016.
1,745 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.