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

US 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
2016 Q2	–	Sell	-568	Closed	-$26K	–	233
2016 Q1	$26K	Sell	568 -314	-36%	-$13.7K	0.05%	134
2015 Q4	$38K	Buy	882 +188	+27%	+$7.98K	0.04%	165
2015 Q3	$28K	Buy	694 +200	+40%	+$8.01K	0.05%	173
2015 Q2	$19K	Hold	494	–	–	0.02%	188
2015 Q1	$20K	Hold	494	–	–	0.02%	191
2014 Q4	$21K	Buy	+494	New	+$21.1K	0.02%	180

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

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

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

BFA

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

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

US Financial Advisors's KO Position: Q2 2016 in Review

US Financial Advisors sold out of Coca-Cola (KO) in Q2 2016, closing a stake of 568 shares — an estimated $26K sold.

US Financial Advisors first reported a position in KO in Q4 2014 and held it in 6 quarters. The position peaked at $38K in Q4 2015. 1,744 funds tracked by Wall St. Rank hold KO as of Q2 2016.

US Financial Advisors reported no remaining Coca-Cola position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 568 Coca-Cola shares in Q2 2016, an estimated $26K.
US Financial Advisors first reported a position in Coca-Cola in Q4 2014 and held it in 6 quarters.
US Financial Advisors's Coca-Cola position peaked at $38K in Q4 2015.
1,744 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.