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Ambs Investment Counsel’s Coca-Cola KO Stock Holding History

Ambs Investment Counsel’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
2013
Q3 		$886K Sell
23,390
-69,460
-75% -$2.75M 0.53% 46
2013
Q2 		$3.72M Buy
+92,850
New +$3.84M 1.7% 32

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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ambs Investment Counsel's KO Position: Q3 2013 in Review

Ambs Investment Counsel reduced its Coca-Cola (KO) stake by 75% in Q3 2013, selling an estimated $2.75M and leaving 23,390 shares worth $886K. The position accounts for 0.53% of the portfolio, ranked #46.

Ambs Investment Counsel first reported a position in KO in Q2 2013 and has held it in 2 quarters since. The position peaked at $3.72M in Q2 2013. 1,463 funds tracked by Wall St. Rank hold KO as of Q3 2013.

  • Ambs Investment Counsel held 23,390 shares of Coca-Cola worth $886K as of Q3 2013.
  • Ambs Investment Counsel sold 69,460 Coca-Cola shares in Q3 2013, an estimated $2.75M.
  • Coca-Cola made up 0.53% of Ambs Investment Counsel's portfolio in Q3 2013, its #46 holding.
  • Ambs Investment Counsel first reported a position in Coca-Cola in Q2 2013 and has held it in 2 quarters since.
  • Ambs Investment Counsel's Coca-Cola position peaked at $3.72M in Q2 2013.
  • 1,463 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2013.

Based on Ambs Investment Counsel's 13F filing for Q3 2013, filed 4 Nov 2013.