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Charles Stewart Mott Foundation’s Coca-Cola KO Stock Holding History

Charles Stewart Mott Foundation’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
2015
Q4 		– Sell
-16,360
Closed -$656K – 46
2015
Q3 		$656K Buy
+16,360
New +$655K 0.73% 19

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
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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Charles Stewart Mott Foundation's KO Position: Q4 2015 in Review

Charles Stewart Mott Foundation sold out of Coca-Cola (KO) in Q4 2015, closing a stake of 16,360 shares — an estimated $656K sold.

Charles Stewart Mott Foundation first reported a position in KO in Q3 2015 and held it in 1 quarter. The position peaked at $656K in Q3 2015. 1,691 funds tracked by Wall St. Rank hold KO as of Q4 2015.

  • Charles Stewart Mott Foundation reported no remaining Coca-Cola position as of Q4 2015 after selling out during the quarter.
  • Charles Stewart Mott Foundation sold 16,360 Coca-Cola shares in Q4 2015, an estimated $656K.
  • Charles Stewart Mott Foundation first reported a position in Coca-Cola in Q3 2015 and held it in 1 quarter.
  • Charles Stewart Mott Foundation's Coca-Cola position peaked at $656K in Q3 2015.
  • 1,691 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2015.

Based on Charles Stewart Mott Foundation's 13F filing for Q4 2015, filed 16 Feb 2016.