Kaizen Advisory’s Coca-Cola KO Stock Holding History

Kaizen Advisory’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 Q4	$499K	Buy	10,541 +1,367	+15%	+$65.4K	0.35%	120
2018 Q3	$424K	Hold	9,174	–	–	0.22%	128
2018 Q2	$402K	Buy	9,174 +5,469	+148%	+$236K	0.2%	124
2018 Q1	$161K	Hold	3,705	–	–	0.16%	105
2017 Q4	$170K	Buy	+3,705	New	+$170K	0.1%	121

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Kaizen Advisory's KO Position: Q4 2018 in Review

Kaizen Advisory increased its Coca-Cola (KO) stake by 15% in Q4 2018, buying an estimated $65.4K and bringing the position to 10,541 shares worth $499K. The position accounts for 0.35% of the portfolio, ranked #120.

Kaizen Advisory first reported a position in KO in Q4 2017 and has held it in 5 quarters since. 2,086 funds tracked by Wall St. Rank hold KO as of Q4 2018.

Kaizen Advisory held 10,541 shares of Coca-Cola worth $499K as of Q4 2018.
Kaizen Advisory bought 1,367 Coca-Cola shares in Q4 2018, an estimated $65.4K.
Coca-Cola made up 0.35% of Kaizen Advisory's portfolio in Q4 2018, its #120 holding.
Kaizen Advisory first reported a position in Coca-Cola in Q4 2017 and has held it in 5 quarters since.
2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.