Benchmark Capital Advisors’s Coca-Cola KO Stock Holding History

Benchmark Capital Advisors’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	-28,150	Closed	-$1.19M	–	125
2014 Q2	$1.19M	Sell	28,150 -1,500	-5%	-$60.9K	0.75%	51
2014 Q1	$1.15M	Sell	29,650 -2,200	-7%	-$85K	0.8%	47
2013 Q4	$1.32M	Buy	31,850 +9,950	+45%	+$392K	0.91%	37
2013 Q3	$830K	Buy	21,900 +15,900	+265%	+$629K	0.6%	55
2013 Q2	$241K	Buy	+6,000	New	+$248K	0.19%	111

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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 $7.5B AUM 22.48% 1-Year Est. Return

Benchmark Capital Advisors's KO Position: Q3 2014 in Review

Benchmark Capital Advisors sold out of Coca-Cola (KO) in Q3 2014, closing a stake of 28,150 shares — an estimated $1.19M sold.

Benchmark Capital Advisors first reported a position in KO in Q2 2013 and held it in 5 quarters. The position peaked at $1.32M in Q4 2013. 1,582 funds tracked by Wall St. Rank hold KO as of Q3 2014.

Benchmark Capital Advisors reported no remaining Coca-Cola position as of Q3 2014 after selling out during the quarter.
Benchmark Capital Advisors sold 28,150 Coca-Cola shares in Q3 2014, an estimated $1.19M.
Benchmark Capital Advisors first reported a position in Coca-Cola in Q2 2013 and held it in 5 quarters.
Benchmark Capital Advisors's Coca-Cola position peaked at $1.32M in Q4 2013.
1,582 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2014.

Based on Benchmark Capital Advisors's 13F filing for Q3 2014, filed 4 Nov 2014.