Oak Point Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Other funds holding KO
Oak Point Wealth Management's KO Position: Q1 2018 in Review
Oak Point Wealth Management increased its Coca-Cola (KO) stake by 7,994% in Q1 2018, buying an estimated $402K and bringing the position to 9,065 shares worth $389K. The position accounts for 0.4% of the portfolio, ranked #67.
Oak Point Wealth Management first reported a position in KO in Q4 2017 and has held it in 2 quarters since. 1,938 funds tracked by Wall St. Rank hold KO as of Q1 2018.
- Oak Point Wealth Management held 9,065 shares of Coca-Cola worth $389K as of Q1 2018.
- Oak Point Wealth Management bought 8,953 Coca-Cola shares in Q1 2018, an estimated $402K.
- Coca-Cola made up 0.4% of Oak Point Wealth Management's portfolio in Q1 2018, its #67 holding.
- Oak Point Wealth Management first reported a position in Coca-Cola in Q4 2017 and has held it in 2 quarters since.
- 1,938 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.