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Wealthfront’s Coca-Cola KO Stock Holding History

Wealthfront’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
2018
Q3 		$4.04M Buy
87,581
+1,315
+2% +$60.1K 0.04% 75
2018
Q2 		$3.78M Sell
86,266
-35,847
-29% -$1.55M 0.04% 76
2018
Q1 		$5.3M Buy
122,113
+20,330
+20% +$913K 0.05% 57
2017
Q4 		$4.67M Buy
101,783
+546
+0.5% +$25.1K 0.05% 63
2017
Q3 		$4.56M Buy
101,237
+15,016
+17% +$683K 0.06% 60
2017
Q2 		$3.87M Buy
86,221
+31,946
+59% +$1.41M 0.06% 58
2017
Q1 		$2.3M Buy
54,275
+12,880
+31% +$537K 0.04% 73
2016
Q4 		$1.72M Sell
41,395
-39,525
-49% -$1.64M 0.04% 81
2016
Q3 		$3.42M Sell
80,920
-7,002
-8% -$307K 0.08% 47
2016
Q2 		$3.99M Sell
87,922
-1,503
-2% -$67.9K 0.11% 40
2016
Q1 		$4.15M Buy
89,425
+32,284
+56% +$1.41M 0.13% 34
2015
Q4 		$2.46M Buy
57,141
+12,778
+29% +$542K 0.09% 45
2015
Q3 		$1.78M Buy
44,363
+20,697
+87% +$829K 0.07% 56
2015
Q2 		$928K Buy
23,666
+10,087
+74% +$410K 0.04% 63
2015
Q1 		$551K Sell
13,579
-12,174
-47% -$509K 0.03% 75
2014
Q4 		$1.09M Buy
25,753
+6,158
+31% +$263K 0.06% 34
2014
Q3 		$836K Buy
19,595
+4,071
+26% +$168K 0.06% 39
2014
Q2 		$656K Buy
15,524
+9,924
+177% +$403K 0.06% 31
2014
Q1 		$215K Buy
+5,600
New +$216K 0.03% 51

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthfront's KO Position: Q3 2018 in Review

Wealthfront increased its Coca-Cola (KO) stake by 1.5% in Q3 2018, buying an estimated $60.1K and bringing the position to 87,581 shares worth $4.04M. The position accounts for 0.04% of the portfolio, ranked #75.

Wealthfront first reported a position in KO in Q1 2014 and has held it in 19 quarters since. The position peaked at $5.3M in Q1 2018. 1,941 funds tracked by Wall St. Rank hold KO as of Q3 2018.

  • Wealthfront held 87,581 shares of Coca-Cola worth $4.04M as of Q3 2018.
  • Wealthfront bought 1,315 Coca-Cola shares in Q3 2018, an estimated $60.1K.
  • Coca-Cola made up 0.04% of Wealthfront's portfolio in Q3 2018, its #75 holding.
  • Wealthfront first reported a position in Coca-Cola in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Coca-Cola position peaked at $5.3M in Q1 2018.
  • 1,941 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.