PFG
KO icon

Piershale Financial Group’s Coca-Cola KO Stock Holding History

Piershale Financial Group’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
Q4 		– Sell
-500
Closed -$21K – 79
2016
Q3 		$21K Buy
500
+100
+25% +$4.38K 0.02% 62
2016
Q2 		$18K Hold
400
– – 0.01% 70
2016
Q1 		$19K Hold
400
– – 0.01% 61
2015
Q4 		$17K Buy
+400
New +$17K 0.01% 86

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Piershale Financial Group's KO Position: Q4 2016 in Review

Piershale Financial Group sold out of Coca-Cola (KO) in Q4 2016, closing a stake of 500 shares — an estimated $21K sold.

Piershale Financial Group first reported a position in KO in Q4 2015 and held it in 4 quarters. The position peaked at $21K in Q3 2016. 1,763 funds tracked by Wall St. Rank hold KO as of Q4 2016.

  • Piershale Financial Group reported no remaining Coca-Cola position as of Q4 2016 after selling out during the quarter.
  • Piershale Financial Group sold 500 Coca-Cola shares in Q4 2016, an estimated $21K.
  • Piershale Financial Group first reported a position in Coca-Cola in Q4 2015 and held it in 4 quarters.
  • Piershale Financial Group's Coca-Cola position peaked at $21K in Q3 2016.
  • 1,763 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.