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WealthTrust-Arizona’s Coca-Cola KO Stock Holding History

WealthTrust-Arizona’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
Q4 		$108K Buy
2,271
+11
+0.5% +$526 0.06% 93
2018
Q3 		$104K Buy
2,260
+373
+20% +$17K 0.05% 96
2018
Q2 		$83K Sell
1,887
-1,907
-50% -$82.4K 0.04% 105
2018
Q1 		$165K Hold
3,794
– – 0.09% 70
2017
Q4 		$174K Buy
3,794
+4
+0.1% +$184 0.09% 75
2017
Q3 		$171K Buy
3,790
+3
+0.1% +$136 0.09% 72
2017
Q2 		$170K Buy
3,787
+2
+0.1% +$88 0.09% 66
2017
Q1 		$161K Hold
3,785
– – 0.09% 70
2016
Q4 		$157K Buy
3,785
+5
+0.1% +$208 0.09% 73
2016
Q3 		$160K Buy
3,780
+2
+0.1% +$88 0.1% 77
2016
Q2 		$171K Buy
3,778
+2
+0.1% +$90 0.11% 73
2016
Q1 		$175K Sell
3,776
-238
-6% -$10.4K 0.11% 65
2015
Q4 		$172K Buy
4,014
+4
+0.1% +$170 0.1% 70
2015
Q3 		$161K Buy
4,010
+2
+0% +$80 0.1% 71
2015
Q2 		$157K Buy
4,008
+2
+0% +$81 0.09% 73
2015
Q1 		$162K Buy
4,006
+238
+6% +$9.95K 0.1% 71
2014
Q4 		$159K Buy
3,768
+4
+0.1% +$171 0.13% 65
2014
Q3 		$161K Buy
3,764
+2
+0.1% +$83 0.18% 69
2014
Q2 		$159K Buy
3,762
+1,002
+36% +$40.7K 0.17% 70
2014
Q1 		$107K Hold
2,760
– – 0.12% 93
2013
Q4 		$114K Buy
2,760
+3
+0.1% +$118 0.13% 81
2013
Q3 		$104K Buy
2,757
+2
+0.1% +$79 0.13% 88
2013
Q2 		$110K Buy
+2,755
New +$114K 0.15% 77

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthTrust-Arizona's KO Position: Q4 2018 in Review

WealthTrust-Arizona increased its Coca-Cola (KO) stake by 0.49% in Q4 2018, buying an estimated $526 and bringing the position to 2,271 shares worth $108K. The position accounts for 0.06% of the portfolio, ranked #93.

WealthTrust-Arizona first reported a position in KO in Q2 2013 and has held it in 23 quarters since. The position peaked at $175K in Q1 2016. 2,087 funds tracked by Wall St. Rank hold KO as of Q4 2018.

  • WealthTrust-Arizona held 2,271 shares of Coca-Cola worth $108K as of Q4 2018.
  • WealthTrust-Arizona bought 11 Coca-Cola shares in Q4 2018, an estimated $526.
  • Coca-Cola made up 0.06% of WealthTrust-Arizona's portfolio in Q4 2018, its #93 holding.
  • WealthTrust-Arizona first reported a position in Coca-Cola in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Coca-Cola position peaked at $175K in Q1 2016.
  • 2,087 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.