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

Patriot 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	–	Sell	-163,100	Closed	-$6.76M	–	69
2016 Q4	$6.76M	Sell	163,100 -631	-0.4%	-$26.3K	1.28%	30
2016 Q3	$6.93M	Sell	163,731 -5,017	-3%	-$220K	1.34%	27
2016 Q2	$7.65M	Buy	168,748 +3,711	+2%	+$168K	1.51%	18
2016 Q1	$7.66M	Buy	165,037 +2,303	+1%	+$100K	1.55%	16
2015 Q4	$6.99M	Buy	162,734 +466	+0.3%	+$19.8K	1.45%	22
2015 Q3	$6.51M	Buy	162,268 +4,386	+3%	+$176K	1.51%	21
2015 Q2	$6.19M	Buy	157,882 +71,728	+83%	+$2.92M	1.38%	23
2015 Q1	$3.49M	Buy	86,154 +2,467	+3%	+$103K	0.78%	49
2014 Q4	$3.53M	Buy	83,687 +1,018	+1%	+$43.5K	0.83%	49
2014 Q3	$3.53M	Buy	+82,669	New	+$3.42M	0.87%	50

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Patriot Wealth Management sold out of Coca-Cola (KO) in Q1 2017, closing a stake of 163,100 shares — an estimated $6.76M sold.

Patriot Wealth Management first reported a position in KO in Q3 2014 and held it in 10 quarters. The position peaked at $7.66M in Q1 2016. 1,786 funds tracked by Wall St. Rank hold KO as of Q1 2017.

Patriot Wealth Management reported no remaining Coca-Cola position as of Q1 2017 after selling out during the quarter.
Patriot Wealth Management sold 163,100 Coca-Cola shares in Q1 2017, an estimated $6.76M.
Patriot Wealth Management first reported a position in Coca-Cola in Q3 2014 and held it in 10 quarters.
Patriot Wealth Management's Coca-Cola position peaked at $7.66M in Q1 2016.
1,786 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2017.

Based on Patriot Wealth Management's 13F filing for Q1 2017, filed 21 Apr 2017.