Solaris Asset Management’s Coca-Cola KO Stock Holding History

Solaris Asset 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 Q3	–	Sell	-160	Closed	-$7K	–	284
2017 Q2	$7K	Buy	+160	New	+$7.07K	﹤0.01%	265

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Solaris Asset Management's KO Position: Q3 2017 in Review

Solaris Asset Management sold out of Coca-Cola (KO) in Q3 2017, closing a stake of 160 shares — an estimated $7K sold.

Solaris Asset Management first reported a position in KO in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 1,802 funds tracked by Wall St. Rank hold KO as of Q3 2017.

Solaris Asset Management reported no remaining Coca-Cola position as of Q3 2017 after selling out during the quarter.
Solaris Asset Management sold 160 Coca-Cola shares in Q3 2017, an estimated $7K.
Solaris Asset Management first reported a position in Coca-Cola in Q2 2017 and held it in 1 quarter.
Solaris Asset Management's Coca-Cola position peaked at $7K in Q2 2017.
1,802 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2017.

Based on Solaris Asset Management's 13F filing for Q3 2017, filed 10 Oct 2017.