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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

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return