Mariner Wealth Advisors (Cincinnati)’s Coca-Cola KO Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$1.07M	Sell	23,201 -51	-0.2%	-$2.33K	0.06%	139
2018 Q2	$1.02M	Sell	23,252 -1,260	-5%	-$54.4K	0.06%	133
2018 Q1	$1.06M	Buy	24,512 +1,344	+6%	+$60.4K	0.07%	127
2017 Q4	$1.06M	Sell	23,168 -684	-3%	-$31.4K	0.06%	124
2017 Q3	$1.07M	Sell	23,852 -594	-2%	-$27K	0.07%	122
2017 Q2	$1.1M	Sell	24,446 -2,380	-9%	-$105K	0.08%	118
2017 Q1	$1.14M	Sell	26,826 -657	-2%	-$27.4K	0.08%	115
2016 Q4	$1.14M	Sell	27,483 -1,851	-6%	-$77K	0.09%	115
2016 Q3	$1.24M	Sell	29,334 -712	-2%	-$31.2K	0.11%	110
2016 Q2	$1.36M	Buy	30,046 +2,266	+8%	+$102K	0.12%	103
2016 Q1	$1.29M	Buy	27,780 +944	+4%	+$41.1K	0.13%	98
2015 Q4	$1.15M	Buy	+26,836	New	+$1.14M	0.11%	96
2015 Q1	$959K	Sell	23,638 -1,800	-7%	-$75.3K	0.13%	79
2014 Q4	$1.07M	Buy	25,438 +2,531	+11%	+$108K	0.16%	74
2014 Q3	$977K	Sell	22,907 -1,687	-7%	-$69.7K	0.16%	67
2014 Q2	$1.04M	Buy	24,594 +702	+3%	+$28.5K	0.16%	65
2014 Q1	$924K	Buy	23,892 +2,247	+10%	+$86.8K	0.15%	68
2013 Q4	$894K	Buy	21,645 +4,809	+29%	+$190K	0.15%	72
2013 Q3	$638K	Buy	16,836 +131	+0.8%	+$5.18K	0.12%	74
2013 Q2	$670K	Buy	+16,705	New	+$692K	0.13%	74

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s KO Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Coca-Cola (KO) stake by 0.22% in Q3 2018, selling an estimated $2.33K and leaving 23,201 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #139.

Mariner Wealth Advisors (Cincinnati) first reported a position in KO in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.36M in Q2 2016. 1,940 funds tracked by Wall St. Rank hold KO as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 23,201 shares of Coca-Cola worth $1.07M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 51 Coca-Cola shares in Q3 2018, an estimated $2.33K.
Coca-Cola made up 0.06% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #139 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Coca-Cola in Q2 2013 and has held it in 20 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Coca-Cola position peaked at $1.36M in Q2 2016.
1,940 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.