Zweig Advisers’s Coca-Cola KO Stock Holding History

Zweig Advisers’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
2016 Q3	–	Sell	-150,000	Closed	-$6.54M	–	41
2016 Q2	$6.54M	Buy	+150,000	New	+$6.78M	1.12%	61

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Zweig Advisers's KO Position: Q3 2016 in Review

Zweig Advisers sold out of Coca-Cola (KO) in Q3 2016, closing a stake of 150,000 shares — an estimated $6.54M sold.

Zweig Advisers first reported a position in KO in Q2 2016 and held it in 1 quarter. The position peaked at $6.54M in Q2 2016. 1,722 funds tracked by Wall St. Rank hold KO as of Q3 2016.

Zweig Advisers reported no remaining Coca-Cola position as of Q3 2016 after selling out during the quarter.
Zweig Advisers sold 150,000 Coca-Cola shares in Q3 2016, an estimated $6.54M.
Zweig Advisers first reported a position in Coca-Cola in Q2 2016 and held it in 1 quarter.
Zweig Advisers's Coca-Cola position peaked at $6.54M in Q2 2016.
1,722 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2016.

Based on Zweig Advisers's 13F filing for Q3 2016.