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WFG Advisors’s Coca-Cola KO Stock Holding History

WFG 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
2017
Q2 		$644K Buy
14,349
+2,439
+20% +$108K 0.15% 165
2017
Q1 		$505K Sell
11,910
-855
-7% -$35.7K 0.13% 167
2016
Q4 		$529K Sell
12,765
-3,344
-21% -$139K 0.13% 197
2016
Q3 		$682K Buy
16,109
+2
+0% +$88 0.17% 147
2016
Q2 		$730K Buy
16,107
+201
+1% +$9.08K 0.19% 124
2016
Q1 		$738K Sell
15,906
-1,228
-7% -$53.4K 0.21% 113
2015
Q4 		$736K Buy
17,134
+1,245
+8% +$52.8K 0.22% 113
2015
Q3 		$637K Sell
15,889
-7,627
-32% -$305K 0.2% 119
2015
Q2 		$923K Buy
23,516
+11,431
+95% +$465K 0.25% 86
2015
Q1 		$490K Sell
12,085
-4,192
-26% -$175K 0.14% 179
2014
Q4 		$687K Sell
16,277
-7,626
-32% -$326K 0.14% 163
2014
Q3 		$1.02M Buy
23,903
+1,759
+8% +$72.7K 0.19% 119
2014
Q2 		$938K Buy
22,144
+531
+2% +$21.5K 0.17% 142
2014
Q1 		$836K Sell
21,613
-6,882
-24% -$266K 0.17% 150
2013
Q4 		$1.18M Buy
28,495
+533
+2% +$21K 0.17% 143
2013
Q3 		$1.06M Sell
27,962
-423
-1% -$16.7K 0.16% 156
2013
Q2 		$1.14M Buy
+28,385
New +$1.18M 0.19% 136

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's KO Position: Q2 2017 in Review

WFG Advisors increased its Coca-Cola (KO) stake by 20% in Q2 2017, buying an estimated $108K and bringing the position to 14,349 shares worth $644K. The position accounts for 0.15% of the portfolio, ranked #165.

WFG Advisors first reported a position in KO in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.18M in Q4 2013. 1,811 funds tracked by Wall St. Rank hold KO as of Q2 2017.

  • WFG Advisors held 14,349 shares of Coca-Cola worth $644K as of Q2 2017.
  • WFG Advisors bought 2,439 Coca-Cola shares in Q2 2017, an estimated $108K.
  • Coca-Cola made up 0.15% of WFG Advisors's portfolio in Q2 2017, its #165 holding.
  • WFG Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Coca-Cola position peaked at $1.18M in Q4 2013.
  • 1,811 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.