Lebenthal Wealth Advisors’s Coca-Cola KO Stock Holding History

Lebenthal Wealth Advisors’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	$306K	Buy	+6,748	New	+$305K	0.9%	51

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

Lebenthal Wealth Advisors's KO Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in Coca-Cola (KO) in Q2 2016: 6,748 shares worth $306K. The stake represents 0.9% of the portfolio and ranks #51 among its holdings.

1,744 funds tracked by Wall St. Rank hold KO as of Q2 2016.

Lebenthal Wealth Advisors held 6,748 shares of Coca-Cola worth $306K as of Q2 2016.
Coca-Cola was a new Lebenthal Wealth Advisors position in Q2 2016.
Coca-Cola made up 0.9% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #51 holding.
1,744 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.