Neumann Capital Management’s Coca-Cola KO Stock Holding History

Neumann Capital 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
2016 Q2	–	Sell	-6,050	Closed	-$281K	–	76
2016 Q1	$281K	Sell	6,050 -2,800	-32%	-$122K	0.19%	69
2015 Q4	$380K	Sell	8,850 -2,450	-22%	-$104K	0.26%	66
2015 Q3	$453K	Sell	11,300 -17,320	-61%	-$694K	0.32%	65
2015 Q2	$1.12M	Sell	28,620 -1,730	-6%	-$70.4K	0.72%	44
2015 Q1	$1.23M	Hold	30,350	–	–	0.79%	43
2014 Q4	$1.28M	Buy	+30,350	New	+$1.3M	0.84%	39

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

Neumann Capital Management's KO Position: Q2 2016 in Review

Neumann Capital Management sold out of Coca-Cola (KO) in Q2 2016, closing a stake of 6,050 shares — an estimated $281K sold.

Neumann Capital Management first reported a position in KO in Q4 2014 and held it in 6 quarters. The position peaked at $1.28M in Q4 2014. 1,745 funds tracked by Wall St. Rank hold KO as of Q2 2016.

Neumann Capital Management reported no remaining Coca-Cola position as of Q2 2016 after selling out during the quarter.
Neumann Capital Management sold 6,050 Coca-Cola shares in Q2 2016, an estimated $281K.
Neumann Capital Management first reported a position in Coca-Cola in Q4 2014 and held it in 6 quarters.
Neumann Capital Management's Coca-Cola position peaked at $1.28M in Q4 2014.
1,745 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2016.

Based on Neumann Capital Management's 13F filing for Q2 2016, filed 10 Aug 2016.