Taylor Wealth Management Partners’s Coca-Cola KO Stock Holding History

Taylor Wealth Management Partners’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
2019 Q1	–	Sell	-2,300	Closed	-$109K	–	85
2018 Q4	$109K	Hold	2,300	–	–	0.06%	50
2018 Q3	$106K	Hold	2,300	–	–	0.05%	62
2018 Q2	$101K	Sell	2,300 -400	-15%	-$17.3K	0.04%	64
2018 Q1	$117K	Buy	2,700 +860	+47%	+$38.6K	0.06%	58
2017 Q4	$84K	Sell	1,840 -10	-0.5%	-$460	0.04%	88
2017 Q3	$83K	Sell	1,850 -135	-7%	-$6.14K	0.04%	89
2017 Q2	$89K	Hold	1,985	–	–	0.04%	84
2017 Q1	$84K	Sell	1,985 -640	-24%	-$26.7K	0.04%	89
2016 Q4	$109K	Sell	2,625 -275	-9%	-$11.4K	0.05%	72
2016 Q3	$123K	Sell	2,900 -70	-2%	-$3.07K	0.06%	64
2016 Q2	$135K	Buy	2,970 +1,670	+128%	+$75.5K	0.05%	57
2016 Q1	$60K	Buy	+1,300	New	+$56.6K	0.03%	80
2015 Q4	–	Sell	-500	Closed	-$20K	–	152
2015 Q3	$20K	Sell	500 -500	-50%	-$20K	0.01%	97
2015 Q2	$39K	Sell	1,000 -200	-17%	-$8.13K	0.01%	103
2015 Q1	$49K	Buy	+1,200	New	+$50.2K	0.02%	83

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Taylor Wealth Management Partners's KO Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Coca-Cola (KO) in Q1 2019, closing a stake of 2,300 shares — an estimated $109K sold.

Taylor Wealth Management Partners first reported a position in KO in Q1 2015 and held it in 15 quarters. The position peaked at $135K in Q2 2016. 2,086 funds tracked by Wall St. Rank hold KO as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Coca-Cola position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 2,300 Coca-Cola shares in Q1 2019, an estimated $109K.
Taylor Wealth Management Partners first reported a position in Coca-Cola in Q1 2015 and held it in 15 quarters.
Taylor Wealth Management Partners's Coca-Cola position peaked at $135K in Q2 2016.
2,086 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.