PWM
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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

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return