Vantage Financial Partners (Illinois)’s Coca-Cola KO Stock Holding History

Vantage Financial Partners (Illinois)’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 Q3	–	Sell	-12,812	Closed	-$652K	–	78
2019 Q2	$652K	Buy	12,812 +400	+3%	+$19.6K	0.42%	35
2019 Q1	$582K	Buy	12,412 +600	+5%	+$28.1K	0.38%	38
2018 Q4	$559K	Sell	11,812 -700	-6%	-$33.5K	0.41%	38
2018 Q3	$578K	Hold	12,512	–	–	0.37%	40
2018 Q2	$549K	Buy	12,512 +1,000	+9%	+$43.2K	0.36%	41
2018 Q1	$500K	Hold	11,512	–	–	0.34%	40
2017 Q4	$530K	Hold	11,512	–	–	0.35%	39
2017 Q3	$522K	Buy	11,512 +1,600	+16%	+$72.8K	0.37%	38
2017 Q2	$443K	Buy	9,912 +1,251	+14%	+$55.3K	0.31%	42
2017 Q1	$272K	Buy	+8,661	New	+$361K	0.19%	43

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Vantage Financial Partners (Illinois)'s KO Position: Q3 2019 in Review

Vantage Financial Partners (Illinois) sold out of Coca-Cola (KO) in Q3 2019, closing a stake of 12,812 shares — an estimated $652K sold.

Vantage Financial Partners (Illinois) first reported a position in KO in Q1 2017 and held it in 10 quarters. The position peaked at $652K in Q2 2019. 2,120 funds tracked by Wall St. Rank hold KO as of Q3 2019.

Vantage Financial Partners (Illinois) reported no remaining Coca-Cola position as of Q3 2019 after selling out during the quarter.
Vantage Financial Partners (Illinois) sold 12,812 Coca-Cola shares in Q3 2019, an estimated $652K.
Vantage Financial Partners (Illinois) first reported a position in Coca-Cola in Q1 2017 and held it in 10 quarters.
Vantage Financial Partners (Illinois)'s Coca-Cola position peaked at $652K in Q2 2019.
2,120 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2019.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q3 2019, filed 7 Nov 2019.