Tillar-Wenstrup Advisors’s Coca-Cola KO Stock Holding History

Tillar-Wenstrup 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
2015 Q1	–	Sell	-18,902	Closed	-$798K	–	36
2014 Q4	$798K	Sell	18,902 -15,839	-46%	-$676K	0.77%	35
2014 Q3	$1.48M	Sell	34,741 -486	-1%	-$20.1K	1.37%	37
2014 Q2	$1.49M	Buy	35,227 +5,920	+20%	+$240K	1.2%	40
2014 Q1	$1.13M	Buy	+29,307	New	+$1.13M	1.03%	36

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Tillar-Wenstrup Advisors's KO Position: Q1 2015 in Review

Tillar-Wenstrup Advisors sold out of Coca-Cola (KO) in Q1 2015, closing a stake of 18,902 shares — an estimated $798K sold.

Tillar-Wenstrup Advisors first reported a position in KO in Q1 2014 and held it in 4 quarters. The position peaked at $1.49M in Q2 2014. 1,654 funds tracked by Wall St. Rank hold KO as of Q1 2015.

Tillar-Wenstrup Advisors reported no remaining Coca-Cola position as of Q1 2015 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 18,902 Coca-Cola shares in Q1 2015, an estimated $798K.
Tillar-Wenstrup Advisors first reported a position in Coca-Cola in Q1 2014 and held it in 4 quarters.
Tillar-Wenstrup Advisors's Coca-Cola position peaked at $1.49M in Q2 2014.
1,654 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2015.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2015, filed 18 May 2015.