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WealthShield’s Coca-Cola KO Stock Holding History

WealthShield’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
2017
Q4 		$816K Buy
+17,913
New +$823K 0.5% 41

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthShield's KO Position: Q4 2017 in Review

WealthShield opened a new position in Coca-Cola (KO) in Q4 2017: 17,913 shares worth $816K. The stake represents 0.5% of the portfolio and ranks #41 among its holdings.

1,977 funds tracked by Wall St. Rank hold KO as of Q4 2017.

  • WealthShield held 17,913 shares of Coca-Cola worth $816K as of Q4 2017.
  • Coca-Cola was a new WealthShield position in Q4 2017.
  • Coca-Cola made up 0.5% of WealthShield's portfolio in Q4 2017, its #41 holding.
  • 1,977 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.