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Agran Libbie’s Coca-Cola KO Stock Holding History

Agran Libbie’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
Q1 		$5.31M Sell
125,204
-4,090
-3% -$171K 1.25% 32
2016
Q4 		$5.36M Sell
129,294
-2,398
-2% -$99.8K 1.3% 31
2016
Q3 		$5.57M Buy
131,692
+109
+0.1% +$4.78K 1.59% 25
2016
Q2 		$5.96M Sell
131,583
-4,152
-3% -$188K 1.49% 27
2016
Q1 		$6.3M Sell
135,735
-962
-0.7% -$41.9K 1.61% 26
2015
Q4 		$5.87M Sell
136,697
-2,403
-2% -$102K 1.55% 27
2015
Q3 		$5.58M Sell
139,100
-4,850
-3% -$194K 1.56% 26
2015
Q2 		$5.65M Sell
143,950
-3,830
-3% -$156K 1.47% 27
2015
Q1 		$5.99M Sell
147,780
-1,270
-0.9% -$53.1K 1.43% 27
2014
Q4 		$6.29M Sell
149,050
-453
-0.3% -$19.3K 1.5% 25
2014
Q3 		$6.38M Sell
149,503
-1,441
-1% -$59.6K 1.56% 25
2014
Q2 		$6.39M Sell
150,944
-1,679
-1% -$68.1K 1.63% 25
2014
Q1 		$5.9M Buy
152,623
+1,294
+0.9% +$50K 1.59% 28
2013
Q4 		$6.25M Sell
151,329
-928
-0.6% -$36.6K 1.65% 24
2013
Q3 		$5.77M Buy
152,257
+186
+0.1% +$7.35K 1.67% 24
2013
Q2 		$6.1M Buy
+152,071
New +$6.3M 1.77% 21

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Agran Libbie's KO Position: Q1 2017 in Review

Agran Libbie reduced its Coca-Cola (KO) stake by 3.2% in Q1 2017, selling an estimated $171K and leaving 125,204 shares worth $5.31M. The position accounts for 1.25% of the portfolio, ranked #32.

Agran Libbie first reported a position in KO in Q2 2013 and has held it in 16 quarters since. The position peaked at $6.39M in Q2 2014. 1,785 funds tracked by Wall St. Rank hold KO as of Q1 2017.

  • Agran Libbie held 125,204 shares of Coca-Cola worth $5.31M as of Q1 2017.
  • Agran Libbie sold 4,090 Coca-Cola shares in Q1 2017, an estimated $171K.
  • Coca-Cola made up 1.25% of Agran Libbie's portfolio in Q1 2017, its #32 holding.
  • Agran Libbie first reported a position in Coca-Cola in Q2 2013 and has held it in 16 quarters since.
  • Agran Libbie's Coca-Cola position peaked at $6.39M in Q2 2014.
  • 1,785 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2017.

Based on Agran Libbie's 13F filing for Q1 2017, filed 27 Apr 2017.