LBA Wealth Management’s Coca-Cola KO Stock Holding History

LBA Wealth Management’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 Q1	$67K	Buy	1,576 +80	+5%	+$3.34K	0.04%	178
2016 Q4	$62K	Buy	1,496 +136	+10%	+$5.66K	0.03%	175
2016 Q3	$58K	Buy	1,360 +2	+0.1%	+$88	0.03%	187
2016 Q2	$62K	Buy	1,358 +2	+0.1%	+$90	0.03%	182
2016 Q1	$63K	Hold	1,356	–	–	0.04%	180
2015 Q4	$58K	Buy	1,356 +671	+98%	+$28.5K	0.03%	199
2015 Q3	$27K	Sell	685 -1,087	-61%	-$43.5K	0.02%	212
2015 Q2	$70K	Buy	1,772 +4	+0.2%	+$163	0.04%	151
2015 Q1	$72K	Hold	1,768	–	–	0.05%	154
2014 Q4	$75K	Sell	1,768 -404	-19%	-$17.3K	0.05%	153
2014 Q3	$93K	Buy	2,172 +597	+38%	+$24.7K	0.06%	142
2014 Q2	$67K	Buy	1,575 +300	+24%	+$12.2K	0.05%	153
2014 Q1	$49K	Sell	1,275 -620	-33%	-$24K	0.04%	160
2013 Q4	$78K	Buy	+1,895	New	+$74.7K	0.06%	142

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

LBA Wealth Management's KO Position: Q1 2017 in Review

LBA Wealth Management increased its Coca-Cola (KO) stake by 5.3% in Q1 2017, buying an estimated $3.34K and bringing the position to 1,576 shares worth $67K. The position accounts for 0.04% of the portfolio, ranked #178.

LBA Wealth Management first reported a position in KO in Q4 2013 and has held it in 14 quarters since. The position peaked at $93K in Q3 2014. 1,785 funds tracked by Wall St. Rank hold KO as of Q1 2017.

LBA Wealth Management held 1,576 shares of Coca-Cola worth $67K as of Q1 2017.
LBA Wealth Management bought 80 Coca-Cola shares in Q1 2017, an estimated $3.34K.
Coca-Cola made up 0.04% of LBA Wealth Management's portfolio in Q1 2017, its #178 holding.
LBA Wealth Management first reported a position in Coca-Cola in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Coca-Cola position peaked at $93K in Q3 2014.
1,785 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.