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Kissinger Financial Services’s Coca-Cola KO Stock Holding History

Kissinger Financial 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
2017
Q2 		$211K Buy
+4,705
New +$208K 0.21% 70
2016
Q4 		– Sell
-9,769
Closed -$413K – 81
2016
Q3 		$413K Buy
+9,769
New +$428K 0.45% 50

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kissinger Financial Services's KO Position: Q2 2017 in Review

Kissinger Financial Services opened a new position in Coca-Cola (KO) in Q2 2017: 4,705 shares worth $211K. The stake represents 0.21% of the portfolio and ranks #70 among its holdings. This is a return to the name: Kissinger Financial Services previously reported a position in KO as recently as Q3 2016.

Kissinger Financial Services first reported a position in KO in Q3 2016 and has held it in 2 quarters since. The position peaked at $413K in Q3 2016. 1,810 funds tracked by Wall St. Rank hold KO as of Q2 2017.

  • Kissinger Financial Services held 4,705 shares of Coca-Cola worth $211K as of Q2 2017.
  • Coca-Cola was a new Kissinger Financial Services position in Q2 2017.
  • Coca-Cola made up 0.21% of Kissinger Financial Services's portfolio in Q2 2017, its #70 holding.
  • Kissinger Financial Services first reported a position in Coca-Cola in Q3 2016 and has held it in 2 quarters since.
  • Kissinger Financial Services's Coca-Cola position peaked at $413K in Q3 2016.
  • 1,810 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.