XML Securities’s Coca-Cola KO Stock Holding History

XML Securities’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 Q1	$290K	Buy	6,665 +958	+17%	+$43K	0.36%	48
2017 Q4	$262K	Buy	+5,707	New	+$262K	0.34%	55

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

XML Securities's KO Position: Q1 2018 in Review

XML Securities increased its Coca-Cola (KO) stake by 17% in Q1 2018, buying an estimated $43K and bringing the position to 6,665 shares worth $290K. The position accounts for 0.36% of the portfolio, ranked #48.

XML Securities first reported a position in KO in Q4 2017 and has held it in 2 quarters since. 1,937 funds tracked by Wall St. Rank hold KO as of Q1 2018.

XML Securities held 6,665 shares of Coca-Cola worth $290K as of Q1 2018.
XML Securities bought 958 Coca-Cola shares in Q1 2018, an estimated $43K.
Coca-Cola made up 0.36% of XML Securities's portfolio in Q1 2018, its #48 holding.
XML Securities first reported a position in Coca-Cola in Q4 2017 and has held it in 2 quarters since.
1,937 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.