REDW Wealth’s Coca-Cola KO Stock Holding History

REDW Wealth’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 Q4	–	Sell	-8,459	Closed	-$381K	–	88
2017 Q3	$381K	Buy	+8,459	New	+$385K	0.32%	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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

REDW Wealth's KO Position: Q4 2017 in Review

REDW Wealth sold out of Coca-Cola (KO) in Q4 2017, closing a stake of 8,459 shares — an estimated $381K sold.

REDW Wealth first reported a position in KO in Q3 2017 and held it in 1 quarter. The position peaked at $381K in Q3 2017. 1,977 funds tracked by Wall St. Rank hold KO as of Q4 2017.

REDW Wealth reported no remaining Coca-Cola position as of Q4 2017 after selling out during the quarter.
REDW Wealth sold 8,459 Coca-Cola shares in Q4 2017, an estimated $381K.
REDW Wealth first reported a position in Coca-Cola in Q3 2017 and held it in 1 quarter.
REDW Wealth's Coca-Cola position peaked at $381K in Q3 2017.
1,977 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2017.

Based on REDW Wealth's 13F filing for Q4 2017, filed 5 Feb 2018.