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Champlain Investment Partners’s Coca-Cola KO Stock Holding History

Champlain Investment Partners’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
Q4 		– Sell
-5,100
Closed -$218K – 139
2014
Q3 		$218K Hold
5,100
– – ﹤0.01% 134
2014
Q2 		$216K Buy
+5,100
New +$207K ﹤0.01% 135

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Vanguard Group
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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Champlain Investment Partners's KO Position: Q4 2014 in Review

Champlain Investment Partners sold out of Coca-Cola (KO) in Q4 2014, closing a stake of 5,100 shares — an estimated $218K sold.

Champlain Investment Partners first reported a position in KO in Q2 2014 and held it in 2 quarters. The position peaked at $218K in Q3 2014. 1,650 funds tracked by Wall St. Rank hold KO as of Q4 2014.

  • Champlain Investment Partners reported no remaining Coca-Cola position as of Q4 2014 after selling out during the quarter.
  • Champlain Investment Partners sold 5,100 Coca-Cola shares in Q4 2014, an estimated $218K.
  • Champlain Investment Partners first reported a position in Coca-Cola in Q2 2014 and held it in 2 quarters.
  • Champlain Investment Partners's Coca-Cola position peaked at $218K in Q3 2014.
  • 1,650 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2014.

Based on Champlain Investment Partners's 13F filing for Q4 2014, filed 11 Feb 2015.