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Axel Capital Management’s Coca-Cola KO Stock Holding History

Axel Capital Management’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
2014
Q3 		– Sell
-600
Closed -$25K – 37
2014
Q2 		$25K Hold
600
– – 0.05% 29
2014
Q1 		$23K Hold
600
– – 0.05% 36
2013
Q4 		$25K Hold
600
– – 0.11% 26
2013
Q3 		$23K Hold
600
– – 0.6% 17
2013
Q2 		$24K Buy
+600
New +$24.8K 2.99% 16

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Axel Capital Management's KO Position: Q3 2014 in Review

Axel Capital Management sold out of Coca-Cola (KO) in Q3 2014, closing a stake of 600 shares — an estimated $25K sold.

Axel Capital Management first reported a position in KO in Q2 2013 and held it in 5 quarters. The position peaked at $25K in Q2 2014. 1,584 funds tracked by Wall St. Rank hold KO as of Q3 2014.

  • Axel Capital Management reported no remaining Coca-Cola position as of Q3 2014 after selling out during the quarter.
  • Axel Capital Management sold 600 Coca-Cola shares in Q3 2014, an estimated $25K.
  • Axel Capital Management first reported a position in Coca-Cola in Q2 2013 and held it in 5 quarters.
  • Axel Capital Management's Coca-Cola position peaked at $25K in Q2 2014.
  • 1,584 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2014.

Based on Axel Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.