Staton Financial Advisors’s Coca-Cola KO Stock Holding History

Staton Financial Advisors’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 Q2	$588K	Hold	13,119	–	–	0.5%	38
2017 Q1	$557K	Sell	13,119 -1,885	-13%	-$78.6K	0.48%	39
2016 Q4	$622K	Buy	15,004 +219	+1%	+$9.11K	0.56%	38
2016 Q3	$626K	Buy	14,785 +955	+7%	+$41.9K	0.57%	38
2016 Q2	$627K	Sell	13,830 -1,430	-9%	-$64.6K	0.57%	39
2016 Q1	$708K	Buy	15,260 +370	+2%	+$16.1K	0.68%	36
2015 Q4	$640K	Sell	14,890 -1,700	-10%	-$72.1K	0.65%	30
2015 Q3	$666K	Sell	16,590 -3,500	-17%	-$140K	0.71%	31
2015 Q2	$788K	Buy	20,090 +245	+1%	+$9.96K	0.75%	32
2015 Q1	$805K	Buy	+19,845	New	+$830K	0.74%	30

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

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

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

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

Staton Financial Advisors's KO Position: Q2 2017 in Review

Staton Financial Advisors held its Coca-Cola (KO) position steady in Q2 2017 at 13,119 shares worth $588K. The position accounts for 0.5% of the portfolio, ranked #38.

Staton Financial Advisors first reported a position in KO in Q1 2015 and has held it in 10 quarters since. The position peaked at $805K in Q1 2015. 1,811 funds tracked by Wall St. Rank hold KO as of Q2 2017.

Staton Financial Advisors held 13,119 shares of Coca-Cola worth $588K as of Q2 2017.
Staton Financial Advisors left its Coca-Cola share count unchanged in Q2 2017.
Coca-Cola made up 0.5% of Staton Financial Advisors's portfolio in Q2 2017, its #38 holding.
Staton Financial Advisors first reported a position in Coca-Cola in Q1 2015 and has held it in 10 quarters since.
Staton Financial Advisors's Coca-Cola position peaked at $805K in Q1 2015.
1,811 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.