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USA Mutuals Advisors’s Coca-Cola KO Stock Holding History

USA Mutuals 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
Q3 		– Sell
-100
Closed -$5K – 90
2016
Q2 		$5K Buy
+100
New +$4.52K ﹤0.01% 57
2015
Q4 		– Sell
-10,000
Closed -$401K – 214
2015
Q3 		$401K Hold
10,000
– – 0.24% 39
2015
Q2 		$392K Hold
10,000
– – 0.21% 38
2015
Q1 		$406K Buy
+10,000
New +$418K 0.19% 41
2013
Q3 		– Sell
-10,000
Closed -$401K – 55
2013
Q2 		$401K Buy
+10,000
New +$414K 0.32% 41

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

USA Mutuals Advisors's KO Position: Q3 2016 in Review

USA Mutuals Advisors sold out of Coca-Cola (KO) in Q3 2016, closing a stake of 100 shares — an estimated $5K sold.

USA Mutuals Advisors first reported a position in KO in Q2 2013 and held it in 5 quarters. The position peaked at $406K in Q1 2015. 1,722 funds tracked by Wall St. Rank hold KO as of Q3 2016.

  • USA Mutuals Advisors reported no remaining Coca-Cola position as of Q3 2016 after selling out during the quarter.
  • USA Mutuals Advisors sold 100 Coca-Cola shares in Q3 2016, an estimated $5K.
  • USA Mutuals Advisors first reported a position in Coca-Cola in Q2 2013 and held it in 5 quarters.
  • USA Mutuals Advisors's Coca-Cola position peaked at $406K in Q1 2015.
  • 1,722 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2016.

Based on USA Mutuals Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.